EPG Wealth Management’s General Dynamics GD Stock Holding History

EPG 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
2022 Q2	–	Sell	-835	Closed	-$201K	–	277
2022 Q1	$201K	Sell	835 -508	-38%	-$113K	0.07%	235
2021 Q4	$280K	Sell	1,343 -494	-27%	-$99.8K	0.1%	180
2021 Q3	$360K	Buy	1,837 +286	+18%	+$56K	0.14%	140
2021 Q2	$292K	Buy	1,551 +4	+0.3%	+$754	0.12%	152
2021 Q1	$281K	Sell	1,547 -189	-11%	-$30.9K	0.14%	144
2020 Q4	$258K	Buy	+1,736	New	+$254K	0.15%	122
2020 Q3	–	Sell	-1,497	Closed	-$224K	–	132
2020 Q2	$224K	Buy	1,497 +504	+51%	+$71.2K	0.16%	128
2020 Q1	$132K	Buy	993 +581	+141%	+$96.5K	0.1%	154
2019 Q4	$73K	Buy	+412	New	+$74K	0.05%	180

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EPG Wealth Management's GD Position: Q2 2022 in Review

EPG Wealth Management sold out of General Dynamics (GD) in Q2 2022, closing a stake of 835 shares — an estimated $201K sold.

EPG Wealth Management first reported a position in GD in Q4 2019 and held it in 9 quarters. The position peaked at $360K in Q3 2021. 1,477 funds tracked by Wall St. Rank hold GD as of Q2 2022.

EPG Wealth Management reported no remaining General Dynamics position as of Q2 2022 after selling out during the quarter.
EPG Wealth Management sold 835 General Dynamics shares in Q2 2022, an estimated $201K.
EPG Wealth Management first reported a position in General Dynamics in Q4 2019 and held it in 9 quarters.
EPG Wealth Management's General Dynamics position peaked at $360K in Q3 2021.
1,477 funds tracked by Wall St. Rank held General Dynamics as of Q2 2022.

Based on EPG Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.