FEM
GD icon

Fulcrum Equity Management’s General Dynamics GD Stock Holding History

Fulcrum Equity 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
2025
Q1 		– Sell
-811
Closed -$214K – 102
2024
Q4 		$214K Sell
811
-788
-49% -$227K 0.21% 106
2024
Q3 		$483K Sell
1,599
-44
-3% -$12.9K 0.41% 82
2024
Q2 		$477K Buy
1,643
+19
+1% +$5.57K 0.43% 77
2024
Q1 		$459K Buy
1,624
+108
+7% +$28.9K 0.54% 60
2023
Q4 		$394K Buy
1,516
+27
+2% +$6.59K 0.49% 54
2023
Q3 		$329K Buy
1,489
+4
+0.3% +$885 0.39% 65
2023
Q2 		$320K Buy
1,485
+570
+62% +$123K 0.37% 71
2023
Q1 		$209K Buy
+915
New +$211K 0.2% 88

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BlackRock
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return