Gray Wealth Management’s General Dynamics GD Stock Holding History

Gray 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 Q4	$413K	Sell	1,568 -205	-12%	-$59K	0.16%	80
2024 Q3	$536K	Hold	1,773	–	–	0.21%	66
2024 Q2	$514K	Hold	1,773	–	–	0.22%	62
2024 Q1	$501K	Hold	1,773	–	–	0.22%	63
2023 Q4	$460K	Sell	1,773 -41	-2%	-$10K	0.22%	65
2023 Q3	$401K	Sell	1,814 -45	-2%	-$9.96K	0.21%	70
2023 Q2	$400K	Sell	1,859 -75	-4%	-$16.2K	0.2%	74
2023 Q1	$441K	Buy	1,934 +20	+1%	+$4.62K	0.24%	71
2022 Q4	$475K	Buy	1,914 +150	+9%	+$36.6K	0.28%	62
2022 Q3	$374K	Buy	1,764 +227	+15%	+$51.3K	0.24%	70
2022 Q2	$340K	Buy	1,537 +381	+33%	+$87.7K	0.21%	75
2022 Q1	$279K	Buy	1,156 +33	+3%	+$7.33K	0.14%	92
2021 Q4	$234K	Buy	+1,123	New	+$227K	0.12%	111

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Gray Wealth Management's GD Position: Q4 2024 in Review

Gray Wealth Management reduced its General Dynamics (GD) stake by 12% in Q4 2024, selling an estimated $59K and leaving 1,568 shares worth $413K. The position accounts for 0.16% of the portfolio, ranked #80.

Gray Wealth Management first reported a position in GD in Q4 2021 and has held it in 13 quarters since. The position peaked at $536K in Q3 2024. 1,846 funds tracked by Wall St. Rank hold GD as of Q4 2024.

Gray Wealth Management held 1,568 shares of General Dynamics worth $413K as of Q4 2024.
Gray Wealth Management sold 205 General Dynamics shares in Q4 2024, an estimated $59K.
General Dynamics made up 0.16% of Gray Wealth Management's portfolio in Q4 2024, its #80 holding.
Gray Wealth Management first reported a position in General Dynamics in Q4 2021 and has held it in 13 quarters since.
Gray Wealth Management's General Dynamics position peaked at $536K in Q3 2024.
1,846 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.