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Marcum Wealth’s General Dynamics GD Stock Holding History

Marcum Wealth’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 		$232K Sell
852
-97
-10% -$25.2K 0.02% 339
2024
Q4 		$250K Buy
949
+5
+0.5% +$1.44K 0.02% 321
2024
Q3 		$285K Sell
944
-15
-2% -$4.41K 0.03% 297
2024
Q2 		$278K Buy
959
+13
+1% +$3.81K 0.03% 285
2024
Q1 		$267K Buy
946
+10
+1% +$2.67K 0.03% 291
2023
Q4 		$243K Sell
936
-15
-2% -$3.66K 0.03% 299
2023
Q3 		$210K Sell
951
-53
-5% -$11.7K 0.03% 308
2023
Q2 		$216K Buy
1,004
+51
+5% +$11K 0.03% 319
2023
Q1 		$217K Buy
+953
New +$220K 0.03% 308
2022
Q2 		– Sell
-846
Closed -$204K – 396
2022
Q1 		$204K Sell
846
-417
-33% -$92.6K 0.03% 317
2021
Q4 		$263K Sell
1,263
-71
-5% -$14.3K 0.04% 282
2021
Q3 		$261K Buy
1,334
+45
+3% +$8.81K 0.04% 261
2021
Q2 		$243K Buy
1,289
+2
+0.2% +$377 0.04% 249
2021
Q1 		$234K Buy
+1,287
New +$210K 0.04% 257

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 $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marcum Wealth's GD Position: Q1 2025 in Review

Marcum Wealth reduced its General Dynamics (GD) stake by 10% in Q1 2025, selling an estimated $25.2K and leaving 852 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #339.

Marcum Wealth first reported a position in GD in Q1 2021 and has held it in 14 quarters since. The position peaked at $285K in Q3 2024. 1,829 funds tracked by Wall St. Rank hold GD as of Q1 2025.

  • Marcum Wealth held 852 shares of General Dynamics worth $232K as of Q1 2025.
  • Marcum Wealth sold 97 General Dynamics shares in Q1 2025, an estimated $25.2K.
  • General Dynamics made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #339 holding.
  • Marcum Wealth first reported a position in General Dynamics in Q1 2021 and has held it in 14 quarters since.
  • Marcum Wealth's General Dynamics position peaked at $285K in Q3 2024.
  • 1,829 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.