CWM
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Centricity Wealth Management’s General Dynamics GD Stock Holding History

Centricity 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
Q2 		$48.4K Hold
166
– – 0.04% 176
2025
Q1 		$45.2K Hold
166
– – 0.04% 178
2024
Q4 		$43.7K Buy
+166
New +$47.8K 0.04% 185

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Centricity Wealth Management's GD Position: Q2 2025 in Review

Centricity Wealth Management held its General Dynamics (GD) position steady in Q2 2025 at 166 shares worth $48.4K. The position accounts for 0.04% of the portfolio, ranked #176.

Centricity Wealth Management first reported a position in GD in Q4 2024 and has held it in 3 quarters since. 1,900 funds tracked by Wall St. Rank hold GD as of Q2 2025.

  • Centricity Wealth Management held 166 shares of General Dynamics worth $48.4K as of Q2 2025.
  • Centricity Wealth Management left its General Dynamics share count unchanged in Q2 2025.
  • General Dynamics made up 0.04% of Centricity Wealth Management's portfolio in Q2 2025, its #176 holding.
  • Centricity Wealth Management first reported a position in General Dynamics in Q4 2024 and has held it in 3 quarters since.
  • 1,900 funds tracked by Wall St. Rank held General Dynamics as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.