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	–	280
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

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harvest Group Wealth Management's GD Position: Q1 2023 in Review

Harvest Group Wealth Management held its General Dynamics (GD) position steady in Q1 2023 at 130 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #72.

Harvest Group Wealth Management first reported a position in GD in Q1 2019 and has held it in 16 quarters since. The position peaked at $37K in Q3 2019. 1,545 funds tracked by Wall St. Rank hold GD as of Q1 2023.

Harvest Group Wealth Management held 130 shares of General Dynamics worth $29.7K as of Q1 2023.
Harvest Group Wealth Management left its General Dynamics share count unchanged in Q1 2023.
General Dynamics made up 0.02% of Harvest Group Wealth Management's portfolio in Q1 2023, its #72 holding.
Harvest Group Wealth Management first reported a position in General Dynamics in Q1 2019 and has held it in 16 quarters since.
Harvest Group Wealth Management's General Dynamics position peaked at $37K in Q3 2019.
1,545 funds tracked by Wall St. Rank held General Dynamics as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.