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Guardian Wealth Management (Illinois)’s General Dynamics GD Stock Holding History

Guardian Wealth Management (Illinois)’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
2025
Q2 		– Sell
-295
Closed -$80.4K – 113
2025
Q1 		$80.4K Hold
295
– – 0.05% 87
2024
Q4 		$77.6K Buy
295
+1
+0.3% +$288 0.05% 101
2024
Q3 		$88.8K Sell
294
-4
-1% -$1.18K 0.06% 92
2024
Q2 		$86.4K Buy
298
+1
+0.3% +$293 0.07% 89
2024
Q1 		$84K Buy
297
+1
+0.3% +$267 0.06% 90
2023
Q4 		$77.1K Hold
296
– – 0.07% 96
2023
Q3 		$65.5K Hold
296
– – 0.06% 98
2023
Q2 		$63.7K Buy
296
+1
+0.3% +$216 0.06% 99
2023
Q1 		$67.4K Hold
295
– – 0.06% 100
2022
Q4 		$73.2K Sell
295
-75
-20% -$18.3K 0.07% 100
2022
Q3 		$79K Hold
370
– – 0.09% 87
2022
Q2 		$82K Buy
370
+1
+0.3% +$230 0.09% 87
2022
Q1 		$89K Hold
369
– – 0.09% 96
2021
Q4 		$77K Buy
+369
New +$74.5K 0.07% 99

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s GD Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of General Dynamics (GD) in Q2 2025, closing a stake of 295 shares — an estimated $80.4K sold.

Guardian Wealth Management (Illinois) first reported a position in GD in Q4 2021 and held it in 14 quarters. The position peaked at $89K in Q1 2022. 1,900 funds tracked by Wall St. Rank hold GD as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining General Dynamics position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 295 General Dynamics shares in Q2 2025, an estimated $80.4K.
  • Guardian Wealth Management (Illinois) first reported a position in General Dynamics in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s General Dynamics position peaked at $89K in Q1 2022.
  • 1,900 funds tracked by Wall St. Rank held General Dynamics as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.