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Curi Wealth Management’s General Dynamics GD Stock Holding History

Curi 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
Q1 		– Sell
-940
Closed -$244K – 52
2023
Q4 		$244K Buy
940
+2
+0.2% +$488 0.03% 134
2023
Q3 		$207K Sell
938
-188
-17% -$41.6K 0.03% 142
2023
Q2 		$242K Sell
1,126
-64
-5% -$13.8K 0.03% 151
2023
Q1 		$271K Buy
1,190
+75
+7% +$17.3K 0.04% 134
2022
Q4 		$277K Buy
1,115
+82
+8% +$20K 0.04% 155
2022
Q3 		$219K Sell
1,033
-48
-4% -$10.8K 0.04% 162
2022
Q2 		$239K Buy
1,081
+431
+66% +$99.2K 0.05% 100
2022
Q1 		$156K Buy
650
+3
+0.5% +$666 0.03% 128
2021
Q4 		$134K Buy
+647
New +$131K 0.02% 130
2021
Q1 		– Sell
-631
Closed -$93K – 245
2020
Q4 		$93K Buy
+631
New +$92.2K 0.07% 117

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Curi Wealth Management's GD Position: Q1 2024 in Review

Curi Wealth Management sold out of General Dynamics (GD) in Q1 2024, closing a stake of 940 shares — an estimated $244K sold.

Curi Wealth Management first reported a position in GD in Q4 2020 and held it in 10 quarters. The position peaked at $277K in Q4 2022. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • Curi Wealth Management reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 940 General Dynamics shares in Q1 2024, an estimated $244K.
  • Curi Wealth Management first reported a position in General Dynamics in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's General Dynamics position peaked at $277K in Q4 2022.
  • 1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.