Capstone Wealth Management Group (Pennsylvania)’s General Dynamics GD Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,032	Closed	-$272K	–	70
2024 Q4	$272K	Sell	1,032 -242	-19%	-$69.7K	0.15%	68
2024 Q3	$385K	Sell	1,274 -116	-8%	-$34.1K	0.23%	61
2024 Q2	$403K	Sell	1,390 -45	-3%	-$13.2K	0.26%	59
2024 Q1	$405K	Buy	1,435 +260	+22%	+$69.5K	0.29%	58
2023 Q4	$305K	Buy	+1,175	New	+$287K	0.29%	52

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s GD Position: Q1 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of General Dynamics (GD) in Q1 2025, closing a stake of 1,032 shares — an estimated $272K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in GD in Q4 2023 and held it in 5 quarters. The position peaked at $405K in Q1 2024. 1,832 funds tracked by Wall St. Rank hold GD as of Q1 2025.

Capstone Wealth Management Group (Pennsylvania) reported no remaining General Dynamics position as of Q1 2025 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 1,032 General Dynamics shares in Q1 2025, an estimated $272K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in General Dynamics in Q4 2023 and held it in 5 quarters.
Capstone Wealth Management Group (Pennsylvania)'s General Dynamics position peaked at $405K in Q1 2024.
1,832 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2025, filed 28 Apr 2025.