Lake Point Wealth Management’s General Dynamics GD Stock Holding History

Lake Point 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
2022 Q2	$58K	Hold	260	–	–	0.03%	59
2022 Q1	$63K	Hold	260	–	–	0.03%	56
2021 Q4	$54K	Hold	260	–	–	0.02%	69
2021 Q3	$51K	Hold	260	–	–	0.02%	62
2021 Q2	$49K	Buy	+260	New	+$49K	0.02%	65
2020 Q1	$34K	Hold	260	–	–	0.03%	62
2019 Q4	$46K	Buy	+260	New	+$46.7K	0.02%	122
2019 Q2	$47K	Hold	260	–	–	0.02%	140
2019 Q1	$47K	Sell	260 -53	-17%	-$8.93K	0.02%	140
2018 Q4	$49K	Buy	+313	New	+$56.1K	0.02%	253

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Point Wealth Management's GD Position: Q2 2022 in Review

Lake Point Wealth Management held its General Dynamics (GD) position steady in Q2 2022 at 260 shares worth $58K. The position accounts for 0.03% of the portfolio, ranked #59.

Lake Point Wealth Management first reported a position in GD in Q4 2018 and has held it in 10 quarters since. The position peaked at $63K in Q1 2022. 1,477 funds tracked by Wall St. Rank hold GD as of Q2 2022.

Lake Point Wealth Management held 260 shares of General Dynamics worth $58K as of Q2 2022.
Lake Point Wealth Management left its General Dynamics share count unchanged in Q2 2022.
General Dynamics made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #59 holding.
Lake Point Wealth Management first reported a position in General Dynamics in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's General Dynamics position peaked at $63K in Q1 2022.
1,477 funds tracked by Wall St. Rank held General Dynamics as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.