Geneos Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
6,899
-3,793
| -35% | -$1.11M | 0.05% | 370 |
|
|
2025
Q1 | $2.91M | Buy |
10,692
+6,768
| +172% | +$1.84M | 0.04% | 401 |
|
|
2024
Q4 | $1.03M | Buy |
3,924
+161
| +4% | +$42.4K | 0.04% | 420 |
|
|
2024
Q3 | $1.14M | Buy |
3,763
+391
| +12% | +$118K | 0.04% | 377 |
|
|
2024
Q2 | $978K | Buy |
3,372
+411
| +14% | +$119K | 0.04% | 364 |
|
|
2024
Q1 | $837K | Buy |
2,961
+238
| +9% | +$67.2K | 0.04% | 383 |
|
|
2023
Q4 | $707K | Sell |
2,723
-834
| -23% | -$217K | 0.03% | 394 |
|
|
2023
Q3 | $786K | Buy |
3,557
+19
| +0.5% | +$4.2K | 0.04% | 361 |
|
|
2023
Q2 | $761K | Buy |
3,538
+1,800
| +104% | +$387K | 0.04% | 371 |
|
|
2023
Q1 | $397K | Sell |
1,738
-492
| -22% | -$112K | 0.02% | 489 |
|
|
2022
Q4 | $553K | Sell |
2,230
-160
| -7% | -$39.7K | 0.03% | 399 |
|
|
2022
Q3 | $507K | Sell |
2,390
-964
| -29% | -$204K | 0.03% | 395 |
|
|
2022
Q2 | $750K | Sell |
3,354
-166
| -5% | -$37.1K | 0.04% | 398 |
|
|
2022
Q1 | $848K | Sell |
3,520
-18,907
| -84% | -$4.55M | 0.04% | 404 |
|
|
2021
Q4 | $4.68M | Sell |
22,427
-7,845
| -26% | -$1.64M | 0.18% | 130 |
|
|
2021
Q3 | $6.01M | Buy |
30,272
+186
| +0.6% | +$36.9K | 0.23% | 102 |
|
|
2021
Q2 | $5.67M | Sell |
30,086
-1,343
| -4% | -$253K | 0.22% | 102 |
|
|
2021
Q1 | $5.98M | Sell |
31,429
-1,822
| -5% | -$346K | 0.17% | 148 |
|
|
2020
Q4 | $5.61M | Buy |
33,251
+649
| +2% | +$109K | 0.23% | 105 |
|
|
2020
Q3 | $4.51M | Buy |
32,602
+30,204
| +1,260% | +$4.18M | 0.23% | 99 |
|
|
2020
Q2 | $350K | Sell |
2,398
-51
| -2% | -$7.44K | 0.02% | 500 |
|
|
2020
Q1 | $318K | Buy |
2,449
+75
| +3% | +$9.74K | 0.02% | 480 |
|
|
2019
Q4 | $421K | Buy |
2,374
+107
| +5% | +$19K | 0.02% | 481 |
|
|
2019
Q3 | $415K | Sell |
2,267
-15
| -0.7% | -$2.75K | 0.02% | 455 |
|
|
2019
Q2 | $420K | Sell |
2,282
-42
| -2% | -$7.73K | 0.03% | 460 |
|
|
2019
Q1 | $393K | Sell |
2,324
-315
| -12% | -$53.3K | 0.03% | 463 |
|
|
2018
Q4 | $409K | Sell |
2,639
-55
| -2% | -$8.52K | 0.03% | 418 |
|
|
2018
Q3 | $551K | Sell |
2,694
-92
| -3% | -$18.8K | 0.04% | 364 |
|
|
2018
Q2 | $519K | Sell |
2,786
-1,764
| -39% | -$329K | 0.04% | 325 |
|
|
2018
Q1 | $1.01M | Buy |
4,550
+127
| +3% | +$28.1K | 0.09% | 211 |
|
|
2017
Q4 | $899K | Buy |
4,423
+665
| +18% | +$135K | 0.08% | 224 |
|
|
2017
Q3 | $772K | Buy |
3,758
+336
| +10% | +$69K | 0.08% | 231 |
|
|
2017
Q2 | $677K | Buy |
3,422
+13
| +0.4% | +$2.57K | 0.07% | 241 |
|
|
2017
Q1 | $638K | Buy |
3,409
+302
| +10% | +$56.5K | 0.07% | 229 |
|
|
2016
Q4 | $536K | Buy |
3,107
+46
| +2% | +$7.94K | 0.07% | 234 |
|
|
2016
Q3 | $475K | Buy |
3,061
+869
| +40% | +$135K | 0.06% | 253 |
|
|
2016
Q2 | $309K | Buy |
2,192
+52
| +2% | +$7.33K | 0.04% | 342 |
|
|
2016
Q1 | $283K | Buy |
+2,140
| New | +$283K | 0.04% | 352 |
|