LFA
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Legend Financial Advisors’s General Dynamics GD Stock Holding History

Legend Financial Advisors’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
Q3 		– Sell
-45
Closed -$13.1K – 83
2025
Q2 		$13.1K Buy
+45
New +$12.4K 0.01% 102
2025
Q1 		– Sell
-45
Closed -$11.9K – 112
2024
Q4 		$11.9K Hold
45
– – 0.01% 105
2024
Q3 		$13.6K Sell
45
-59
-57% -$17.3K 0.01% 91
2024
Q2 		$30.2K Sell
104
-9
-8% -$2.64K 0.02% 81
2024
Q1 		$31.9K Buy
113
+36
+47% +$9.63K 0.02% 72
2023
Q4 		$20K Buy
77
+18
+31% +$4.39K 0.02% 89
2023
Q3 		$13K Sell
59
-81
-58% -$17.9K 0.01% 120
2023
Q2 		$30.1K Buy
140
+27
+24% +$5.83K 0.03% 82
2023
Q1 		$25.8K Sell
113
-27
-19% -$6.24K 0.02% 87
2022
Q4 		$34.7K Buy
140
+81
+137% +$19.8K 0.03% 84
2022
Q3 		$12.5K Buy
+59
New +$13.3K 0.01% 132

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return