GeoWealth 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
$506K Buy
1,737
+522
+43% +$152K 0.02% 403
2025
Q1
$331K Sell
1,215
-505
-29% -$138K 0.01% 521
2024
Q4
$453K Buy
1,720
+260
+18% +$68.5K 0.01% 494
2024
Q3
$441K Sell
1,460
-16
-1% -$4.84K 0.02% 490
2024
Q2
$428K Buy
1,476
+306
+26% +$88.8K 0.02% 471
2024
Q1
$331K Sell
1,170
-3,457
-75% -$977K 0.01% 548
2023
Q4
$1.2M Buy
4,627
+4,607
+23,035% +$1.2M 0.1% 190
2023
Q3
$4K Buy
20
+6
+43% +$1.2K ﹤0.01% 463
2023
Q2
$3K Buy
+14
New +$3K ﹤0.01% 422