Granite Bay Wealth Management’s General Dynamics GD Stock Holding History

Granite Bay Wealth 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
2024 Q1	–	Sell	-31,500	Closed	-$7.68M	–	142
2023 Q4	$7.68M	Hold	31,500	–	–	0.07%	89
2023 Q3	$6.97M	Buy	+31,500	New	+$6.97M	0.07%	95
2023 Q2	–	Sell	-1,034	Closed	-$236K	–	54
2023 Q1	$236K	Hold	1,034	–	–	0.16%	67
2022 Q4	$257K	Hold	1,034	–	–	0.17%	53
2022 Q3	$219K	Hold	1,034	–	–	0.18%	54
2022 Q2	$229K	Buy	+1,034	New	+$238K	0.18%	51

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Granite Bay Wealth Management's GD Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of General Dynamics (GD) in Q1 2024, closing a stake of 31,500 shares — an estimated $7.68M sold.

Granite Bay Wealth Management first reported a position in GD in Q2 2022 and held it in 6 quarters. The position peaked at $7.68M in Q4 2023. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

Granite Bay Wealth Management reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 31,500 General Dynamics shares in Q1 2024, an estimated $7.68M.
Granite Bay Wealth Management first reported a position in General Dynamics in Q2 2022 and held it in 6 quarters.
Granite Bay Wealth Management's General Dynamics position peaked at $7.68M in Q4 2023.
1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.