JWM
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Janiczek Wealth Management’s General Dynamics GD Stock Holding History

Janiczek 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
2024
Q2 		$646K Buy
2,227
+132
+6% +$38.7K 0.14% 66
2024
Q1 		$592K Buy
2,095
+87
+4% +$23.3K 0.13% 76
2023
Q4 		$521K Buy
2,008
+1,802
+875% +$440K 0.13% 70
2023
Q3 		$45.5K Buy
206
+113
+122% +$25K 0.01% 375
2023
Q2 		$20K Sell
93
-332
-78% -$71.6K 0.01% 464
2023
Q1 		$97K Sell
425
-28
-6% -$6.47K 0.03% 220
2022
Q4 		$112K Buy
453
+40
+10% +$9.76K 0.03% 204
2022
Q3 		$93K Buy
413
+244
+144% +$55.1K 0.03% 209
2022
Q2 		$38K Buy
169
+97
+135% +$22.3K 0.01% 348
2022
Q1 		$17K Hold
72
– – ﹤0.01% 483
2021
Q4 		$15K Buy
72
+4
+6% +$808 ﹤0.01% 519
2021
Q3 		$13K Buy
68
+17
+33% +$3.33K ﹤0.01% 530
2021
Q2 		$10K Buy
51
+15
+42% +$2.83K ﹤0.01% 551
2021
Q1 		$7K Hold
36
– – ﹤0.01% 589
2020
Q4 		$5K Buy
36
+29
+414% +$4.24K ﹤0.01% 590
2020
Q3 		$1K Sell
7
-17
-71% -$2.51K ﹤0.01% 571
2020
Q2 		$4K Buy
+24
New +$3.39K ﹤0.01% 201

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Janiczek Wealth Management's GD Position: Q2 2024 in Review

Janiczek Wealth Management increased its General Dynamics (GD) stake by 6.3% in Q2 2024, buying an estimated $38.7K and bringing the position to 2,227 shares worth $646K. The position accounts for 0.14% of the portfolio, ranked #66.

Janiczek Wealth Management first reported a position in GD in Q2 2020 and has held it in 17 quarters since. 1,769 funds tracked by Wall St. Rank hold GD as of Q2 2024.

  • Janiczek Wealth Management held 2,227 shares of General Dynamics worth $646K as of Q2 2024.
  • Janiczek Wealth Management bought 132 General Dynamics shares in Q2 2024, an estimated $38.7K.
  • General Dynamics made up 0.14% of Janiczek Wealth Management's portfolio in Q2 2024, its #66 holding.
  • Janiczek Wealth Management first reported a position in General Dynamics in Q2 2020 and has held it in 17 quarters since.
  • 1,769 funds tracked by Wall St. Rank held General Dynamics as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.