PCWA
GD icon

Pacific Capital Wealth Advisors’s General Dynamics GD Stock Holding History

Pacific Capital Wealth 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
Q1 		– Sell
-218
Closed -$57.4K – 194
2024
Q4 		$57.4K Sell
218
-10
-4% -$2.88K 0.01% 138
2024
Q3 		$68.9K Buy
228
+10
+5% +$2.94K 0.01% 135
2024
Q2 		$63.3K Sell
218
-17
-7% -$4.98K 0.01% 136
2024
Q1 		$66.4K Buy
235
+17
+8% +$4.55K 0.02% 119
2023
Q4 		$56.6K Buy
+218
New +$53.2K 0.01% 124

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

Pacific Capital Wealth Advisors's GD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of General Dynamics (GD) in Q1 2025, closing a stake of 218 shares — an estimated $57.4K sold.

Pacific Capital Wealth Advisors first reported a position in GD in Q4 2023 and held it in 5 quarters. The position peaked at $68.9K in Q3 2024. 1,832 funds tracked by Wall St. Rank hold GD as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining General Dynamics position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 218 General Dynamics shares in Q1 2025, an estimated $57.4K.
  • Pacific Capital Wealth Advisors first reported a position in General Dynamics in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's General Dynamics position peaked at $68.9K in Q3 2024.
  • 1,832 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.