GA
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Geller Advisors’s General Dynamics GD Stock Holding History

Geller 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
2024
Q4 		– Sell
-695
Closed -$210K – 262
2024
Q3 		$210K Buy
695
+2
+0.3% +$588 0.01% 256
2024
Q2 		$201K Buy
+693
New +$203K 0.01% 264

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

Geller Advisors's GD Position: Q4 2024 in Review

Geller Advisors sold out of General Dynamics (GD) in Q4 2024, closing a stake of 695 shares — an estimated $210K sold.

Geller Advisors first reported a position in GD in Q2 2024 and held it in 2 quarters. The position peaked at $210K in Q3 2024. 1,846 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • Geller Advisors reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
  • Geller Advisors sold 695 General Dynamics shares in Q4 2024, an estimated $210K.
  • Geller Advisors first reported a position in General Dynamics in Q2 2024 and held it in 2 quarters.
  • Geller Advisors's General Dynamics position peaked at $210K in Q3 2024.
  • 1,846 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.