CarsonAllaria Wealth Management’s General Dynamics GD Stock Holding History

CarsonAllaria Wealth Management’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 Q3	–	Sell	-115	Closed	-$33.7K	–	171
2025 Q2	$33.7K	Hold	115	–	–	0.02%	157
2025 Q1	$31.5K	Sell	115 -1	-0.9%	-$260	0.02%	159
2024 Q4	$30.8K	Hold	116	–	–	0.02%	164
2024 Q3	$35.1K	Buy	116 +1	+0.9%	+$294	0.02%	151
2024 Q2	$33.6K	Hold	115	–	–	0.02%	147
2024 Q1	$32.5K	Buy	115 +1	+0.9%	+$267	0.02%	154
2023 Q4	$29.8K	Sell	114 -15	-12%	-$3.66K	0.02%	142
2023 Q3	$28.6K	Hold	129	–	–	0.02%	139
2023 Q2	$27.9K	Buy	129 +1	+0.8%	+$216	0.02%	145
2023 Q1	$29.4K	Hold	128	–	–	0.02%	142
2022 Q4	$32K	Buy	+128	New	+$31.2K	0.03%	126

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 $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

CarsonAllaria Wealth Management's GD Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of General Dynamics (GD) in Q3 2025, closing a stake of 115 shares — an estimated $33.7K sold.

CarsonAllaria Wealth Management first reported a position in GD in Q4 2022 and held it in 11 quarters. The position peaked at $35.1K in Q3 2024. 2,027 funds tracked by Wall St. Rank hold GD as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining General Dynamics position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 115 General Dynamics shares in Q3 2025, an estimated $33.7K.
CarsonAllaria Wealth Management first reported a position in General Dynamics in Q4 2022 and held it in 11 quarters.
CarsonAllaria Wealth Management's General Dynamics position peaked at $35.1K in Q3 2024.
2,027 funds tracked by Wall St. Rank held General Dynamics as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.