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Heirloom Wealth Management’s General Dynamics GD Stock Holding History

Heirloom 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
2025
Q1 		– Sell
-19,290
Closed -$5.08M – 43
2024
Q4 		$5.08M Buy
19,290
+1,384
+8% +$398K 1.52% 21
2024
Q3 		$5.41M Buy
17,906
+566
+3% +$166K 1.69% 19
2024
Q2 		$5.03M Buy
17,340
+96
+0.6% +$28.1K 1.63% 19
2024
Q1 		$4.87M Buy
+17,244
New +$4.61M 1.66% 21

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heirloom Wealth Management's GD Position: Q1 2025 in Review

Heirloom Wealth Management sold out of General Dynamics (GD) in Q1 2025, closing a stake of 19,290 shares — an estimated $5.08M sold.

Heirloom Wealth Management first reported a position in GD in Q1 2024 and held it in 4 quarters. The position peaked at $5.41M in Q3 2024. 1,832 funds tracked by Wall St. Rank hold GD as of Q1 2025.

  • Heirloom Wealth Management reported no remaining General Dynamics position as of Q1 2025 after selling out during the quarter.
  • Heirloom Wealth Management sold 19,290 General Dynamics shares in Q1 2025, an estimated $5.08M.
  • Heirloom Wealth Management first reported a position in General Dynamics in Q1 2024 and held it in 4 quarters.
  • Heirloom Wealth Management's General Dynamics position peaked at $5.41M in Q3 2024.
  • 1,832 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Heirloom Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.