HGWM
GD icon

Harvest Group Wealth Management’s General Dynamics GD Stock Holding History

Harvest Group 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
2023
Q1 		$29.7K Hold
130
– – 0.02% 72
2022
Q4 		$32.3K Hold
130
– – 0.02% 70
2022
Q3 		$32K Hold
130
– – 0.02% 71
2022
Q2 		$29K Hold
130
– – 0.02% 77
2022
Q1 		$31K Hold
130
– – 0.02% 61
2021
Q4 		$27K Hold
130
– – 0.02% 50
2021
Q3 		$25K Hold
130
– – 0.01% 51
2021
Q2 		$24K Buy
+130
New +$24.5K 0.01% 49
2021
Q1 		– Sell
-130
Closed -$19K – 282
2020
Q4 		$19K Hold
130
– – 0.01% 174
2020
Q3 		$18K Sell
130
-25
-16% -$3.69K 0.01% 176
2020
Q2 		$23K Sell
155
-39
-20% -$5.51K 0.02% 146
2020
Q1 		$25K Sell
194
-10
-5% -$1.66K 0.03% 117
2019
Q4 		$35K Hold
204
– – 0.03% 104
2019
Q3 		$37K Buy
204
+40
+24% +$7.43K 0.05% 96
2019
Q2 		$29K Hold
164
– – 0.04% 109
2019
Q1 		$28K Buy
+164
New +$27.6K 0.03% 129

Other funds holding GD

LAMI
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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return