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Carolinas Wealth Consulting’s General Dynamics GD Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-160
Closed -$43.7K – 353
2025
Q1 		$43.7K Buy
160
+18
+13% +$4.68K 0.01% 369
2024
Q4 		$37.3K Sell
142
-7
-5% -$2.02K 0.01% 400
2024
Q3 		$45K Buy
149
+5
+3% +$1.47K 0.01% 380
2024
Q2 		$41.7K Buy
144
+3
+2% +$879 0.01% 388
2024
Q1 		$39.9K Buy
141
+8
+6% +$2.14K 0.01% 406
2023
Q4 		$34.6K Hold
133
– – 0.01% 385
2023
Q3 		$32.1K Sell
133
-7
-5% -$1.55K 0.01% 367
2023
Q2 		$30.2K Buy
140
+8
+6% +$1.73K 0.01% 416
2023
Q1 		$30.1K Sell
132
-87
-40% -$20.1K 0.01% 429
2022
Q4 		$54.2K Buy
219
+16
+8% +$3.9K 0.01% 346
2022
Q3 		$43K Buy
203
+100
+97% +$22.6K 0.01% 348
2022
Q2 		$23K Hold
103
– – 0.01% 427
2022
Q1 		$25K Sell
103
-75
-42% -$16.7K 0.01% 439
2021
Q4 		$37K Buy
178
+100
+128% +$20.2K 0.01% 405
2021
Q3 		$15K Hold
78
– – ﹤0.01% 519
2021
Q2 		$15K Hold
78
– – ﹤0.01% 550
2021
Q1 		$14K Buy
78
+75
+2,500% +$12.3K ﹤0.01% 574
2020
Q4 		$0 Hold
3
– – ﹤0.01% 922
2020
Q3 		$0 Sell
3
-239
-99% -$35.3K ﹤0.01% 958
2020
Q2 		$36K Buy
+242
New +$34.2K 0.01% 230

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carolinas Wealth Consulting's GD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of General Dynamics (GD) in Q2 2025, closing a stake of 160 shares — an estimated $43.7K sold.

Carolinas Wealth Consulting first reported a position in GD in Q2 2020 and held it in 20 quarters. The position peaked at $54.2K in Q4 2022. 1,898 funds tracked by Wall St. Rank hold GD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining General Dynamics position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 160 General Dynamics shares in Q2 2025, an estimated $43.7K.
  • Carolinas Wealth Consulting first reported a position in General Dynamics in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's General Dynamics position peaked at $54.2K in Q4 2022.
  • 1,898 funds tracked by Wall St. Rank held General Dynamics as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.