HHGA
GD icon

Halbert Hargrove Global Advisors’s General Dynamics GD Stock Holding History

Halbert Hargrove Global Advisors’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
Q4 		– Sell
-75
Closed -$25.6K – 514
2025
Q3 		$25.6K Buy
+75
New +$23.6K ﹤0.01% 229
2015
Q4 		– Sell
-1,986
Closed -$274K – 100
2015
Q3 		$274K Sell
1,986
-2,434
-55% -$352K 0.13% 65
2015
Q2 		$626K Sell
4,420
-102
-2% -$14.2K 0.15% 58
2015
Q1 		$614K Buy
4,522
+1,915
+73% +$263K 0.2% 61
2014
Q4 		$359K Sell
2,607
-39
-1% -$5.31K 0.18% 65
2014
Q3 		$336K Buy
2,646
+241
+10% +$29.3K 0.09% 84
2014
Q2 		$280K Buy
2,405
+6
+0.3% +$683 0.08% 90
2014
Q1 		$261K Sell
2,399
-192
-7% -$19.9K 0.08% 97
2013
Q4 		$248K Buy
+2,591
New +$231K 0.08% 109

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return