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Cherry Tree Wealth Management’s General Dynamics GD Stock Holding History

Cherry Tree 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 		– Sell
-14
Closed -$3.82K – 658
2025
Q1 		$3.82K Buy
+14
New +$3.64K ﹤0.01% 560

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BlackRock
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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

Cherry Tree Wealth Management's GD Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of General Dynamics (GD) in Q2 2025, closing a stake of 14 shares — an estimated $3.82K sold.

Cherry Tree Wealth Management first reported a position in GD in Q1 2025 and held it in 1 quarter. The position peaked at $3.82K in Q1 2025. 1,900 funds tracked by Wall St. Rank hold GD as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining General Dynamics position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 14 General Dynamics shares in Q2 2025, an estimated $3.82K.
  • Cherry Tree Wealth Management first reported a position in General Dynamics in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's General Dynamics position peaked at $3.82K in Q1 2025.
  • 1,900 funds tracked by Wall St. Rank held General Dynamics as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.