GWAG
GD icon

Garrett Wealth Advisory Group’s General Dynamics GD Stock Holding History

Garrett Wealth Advisory Group’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
Q1 		$1.23M Buy
3,581
+819
+30% +$291K 0.22% 41
2025
Q4 		$930K Hold
2,762
– – 0.18% 38
2025
Q3 		$942K Buy
2,762
+310
+13% +$97.7K 0.18% 38
2025
Q2 		$715K Hold
2,452
– – 0.15% 46
2025
Q1 		$668K Sell
2,452
-8
-0.3% -$2.08K 0.15% 46
2024
Q4 		$648K Buy
2,460
+8
+0.3% +$2.3K 0.15% 43
2024
Q3 		$741K Hold
2,452
– – 0.18% 41
2024
Q2 		$711K Buy
+2,452
New +$718K 0.26% 35
2019
Q4 		– Sell
-50
Closed -$9.14K – 270
2019
Q3 		$9.14K Buy
+50
New +$9.29K 0.01% 287

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return