EWM
GD icon

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 – 278
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 $9.56B 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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return