GLLW
GD icon

Graves Light Lenhart Wealth’s General Dynamics GD Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-159
Closed -$35K – 319
2022
Q2 		$35K Hold
159
– – 0.01% 343
2022
Q1 		$38K Hold
159
– – 0.01% 383
2021
Q4 		$33K Buy
159
+59
+59% +$11.9K ﹤0.01% 467
2021
Q3 		$20K Hold
100
– – ﹤0.01% 496
2021
Q2 		$19K Hold
100
– – ﹤0.01% 503
2021
Q1 		$18K Hold
100
– – ﹤0.01% 516
2020
Q4 		$15K Buy
+100
New +$14.6K ﹤0.01% 514

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return