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Cassady Schiller Wealth Management’s General Dynamics GD Stock Holding History

Cassady Schiller 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
2024
Q4 		$23.5K Buy
89
+26
+41% +$7.49K 0.01% 266
2024
Q3 		$19K Hold
63
– – 0.01% 278
2024
Q2 		$18.3K Hold
63
– – 0.01% 278
2024
Q1 		$17.8K Buy
63
+3
+5% +$802 0.01% 298
2023
Q4 		$15.6K Hold
60
– – 0.01% 298
2023
Q3 		$13.3K Hold
60
– – 0.01% 311
2023
Q2 		$12.9K Hold
60
– – 0.01% 319
2023
Q1 		$13.7K Sell
60
-29
-33% -$6.7K 0.01% 302
2022
Q4 		$22.1K Buy
+89
New +$21.7K 0.01% 263
2022
Q1 		– Sell
-70
Closed -$15K – 292
2021
Q4 		$15K Buy
+70
New +$14.1K 0.01% 290

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cassady Schiller Wealth Management's GD Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its General Dynamics (GD) stake by 41% in Q4 2024, buying an estimated $7.49K and bringing the position to 89 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #266.

Cassady Schiller Wealth Management first reported a position in GD in Q4 2021 and has held it in 10 quarters since. 1,849 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • Cassady Schiller Wealth Management held 89 shares of General Dynamics worth $23.5K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 26 General Dynamics shares in Q4 2024, an estimated $7.49K.
  • General Dynamics made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #266 holding.
  • Cassady Schiller Wealth Management first reported a position in General Dynamics in Q4 2021 and has held it in 10 quarters since.
  • 1,849 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.