Fermata Advisors’s General Dynamics GD Stock Holding History

Fermata Advisors’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 Q1	–	Sell	-1,481	Closed	-$390K	–	295
2024 Q4	$390K	Buy	+1,481	New	+$426K	0.07%	171

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

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fermata Advisors's GD Position: Q1 2025 in Review

Fermata Advisors sold out of General Dynamics (GD) in Q1 2025, closing a stake of 1,481 shares — an estimated $390K sold.

Fermata Advisors first reported a position in GD in Q4 2024 and held it in 1 quarter. The position peaked at $390K in Q4 2024. 1,832 funds tracked by Wall St. Rank hold GD as of Q1 2025.

Fermata Advisors reported no remaining General Dynamics position as of Q1 2025 after selling out during the quarter.
Fermata Advisors sold 1,481 General Dynamics shares in Q1 2025, an estimated $390K.
Fermata Advisors first reported a position in General Dynamics in Q4 2024 and held it in 1 quarter.
Fermata Advisors's General Dynamics position peaked at $390K in Q4 2024.
1,832 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Fermata Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.