FWM
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Fairhaven Wealth Management’s General Dynamics GD Stock Holding History

Fairhaven 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
Q4 		$936K Buy
3,553
+9
+0.3% +$2.59K 0.29% 46
2024
Q3 		$1.07M Hold
3,544
– – 0.33% 45
2024
Q2 		$1.03M Sell
3,544
-269
-7% -$78.8K 0.34% 45
2024
Q1 		$1.08M Buy
3,813
+94
+3% +$25.1K 0.37% 44
2023
Q4 		$966K Buy
3,719
+3
+0.1% +$732 0.35% 42
2023
Q3 		$821K Hold
3,716
– – 0.33% 46
2023
Q2 		$799K Buy
+3,716
New +$802K 0.31% 46
2022
Q4 		$957K Sell
3,856
-78
-2% -$19K 0.41% 42
2022
Q3 		$835K Hold
3,934
– – 0.37% 44
2022
Q2 		$870K Sell
3,934
-48
-1% -$11K 0.41% 43
2022
Q1 		$960K Buy
3,982
+1
+0% +$222 0.39% 43
2021
Q4 		$830K Sell
3,981
-72
-2% -$14.5K 0.32% 45
2021
Q3 		$794K Sell
4,053
-35
-0.9% -$6.85K 0.33% 44
2021
Q2 		$770K Sell
4,088
-714
-15% -$135K 0.31% 47
2021
Q1 		$872K Sell
4,802
-4,602
-49% -$752K 0.37% 42
2020
Q4 		$1.4M Buy
9,404
+1,787
+23% +$261K 0.62% 42
2020
Q3 		$1.05M Buy
7,617
+1,892
+33% +$279K 0.62% 36
2020
Q2 		$856K Buy
5,725
+1,271
+29% +$179K 0.56% 37
2020
Q1 		$589K Buy
4,454
+2,753
+162% +$457K 0.53% 37
2019
Q4 		$300K Hold
1,701
– – 0.25% 52
2019
Q3 		$311K Hold
1,701
– – 0.29% 47
2019
Q2 		$309K Buy
1,701
+76
+5% +$13.1K 0.29% 48
2019
Q1 		$275K Buy
1,625
+77
+5% +$13K 0.26% 57
2018
Q4 		$243K Buy
+1,548
New +$277K 0.24% 58

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fairhaven Wealth Management's GD Position: Q4 2024 in Review

Fairhaven Wealth Management increased its General Dynamics (GD) stake by 0.25% in Q4 2024, buying an estimated $2.59K and bringing the position to 3,553 shares worth $936K. The position accounts for 0.29% of the portfolio, ranked #46.

Fairhaven Wealth Management first reported a position in GD in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.4M in Q4 2020. 1,847 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • Fairhaven Wealth Management held 3,553 shares of General Dynamics worth $936K as of Q4 2024.
  • Fairhaven Wealth Management bought 9 General Dynamics shares in Q4 2024, an estimated $2.59K.
  • General Dynamics made up 0.29% of Fairhaven Wealth Management's portfolio in Q4 2024, its #46 holding.
  • Fairhaven Wealth Management first reported a position in General Dynamics in Q4 2018 and has held it in 24 quarters since.
  • Fairhaven Wealth Management's General Dynamics position peaked at $1.4M in Q4 2020.
  • 1,847 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.