First Heartland Consultants’s General Dynamics GD Stock Holding History

First Heartland Consultants’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
2026 Q2	$295K	Buy	+833	New	+$285K	0.02%	477
2018 Q2	–	Sell	-1,629	Closed	-$360K	–	245
2018 Q1	$360K	Sell	1,629 -60	-4%	-$13.1K	0.11%	195
2017 Q4	$344K	Sell	1,689 -1,704	-50%	-$348K	0.1%	199
2017 Q3	$698K	Sell	3,393 -11	-0.3%	-$2.2K	0.17%	165
2017 Q2	$674K	Sell	3,404 -25	-0.7%	-$4.9K	0.17%	163
2017 Q1	$642K	Buy	3,429 +25	+0.7%	+$4.62K	0.18%	154
2016 Q4	$588K	Hold	3,404	–	–	0.18%	155
2016 Q3	$528K	Buy	3,404 +402	+13%	+$59.9K	0.15%	165
2016 Q2	$418	Buy	3,002 +60	+2%	+$8.36K	0.05%	177
2016 Q1	$386K	Buy	2,942 +1,320	+81%	+$175K	0.15%	165
2015 Q4	$223K	Hold	1,622	–	–	0.08%	237
2015 Q3	$224K	Buy	1,622 +11	+0.7%	+$1.59K	0.09%	219
2015 Q2	$228	Buy	1,611 +11	+0.7%	+$1.53K	0.06%	228
2015 Q1	$217K	Hold	1,600	–	–	0.08%	231
2014 Q4	$220K	Hold	1,600	–	–	0.09%	219
2014 Q3	$203K	Buy	+1,600	New	+$194K	0.09%	228
2013 Q4	–	Sell	-3,354	Closed	-$297K	–	214
2013 Q3	$297K	Hold	3,354	–	–	0.18%	153
2013 Q2	$263K	Buy	+3,354	New	+$250K	0.15%	166

Other funds holding GD

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return