Pacific Wealth Management’s General Dynamics GD Stock Holding History

Pacific 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	–	Sell	-3,706	Closed	-$962K	–	21
2024 Q1	$962K	Hold	3,706	–	–	0.55%	15
2023 Q4	$962K	Sell	3,706 -1,367	-27%	-$333K	0.55%	15
2023 Q3	$1.12M	Buy	5,073 +8	+0.2%	+$1.77K	0.74%	16
2023 Q2	$1.09M	Buy	5,065 +8	+0.2%	+$1.73K	0.71%	18
2023 Q1	$1.15M	Buy	5,057 +7	+0.1%	+$1.62K	0.74%	19
2022 Q4	$1.25M	Sell	5,050 -613	-11%	-$150K	0.92%	19
2022 Q3	$1.2M	Buy	5,663 +81	+1%	+$18.3K	1.07%	14
2022 Q2	$1.24M	Buy	5,582 +1,466	+36%	+$337K	1.36%	10
2022 Q1	$993K	Hold	4,116	–	–	0.89%	8
2021 Q4	$858K	Buy	4,116 +444	+12%	+$89.7K	0.65%	9
2021 Q3	$720K	Hold	3,672	–	–	0.6%	6
2021 Q2	$691K	Hold	3,672	–	–	0.59%	7
2021 Q1	$667K	Hold	3,672	–	–	0.57%	9
2020 Q4	$546K	Buy	+3,672	New	+$537K	0.35%	8

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Pacific Wealth Management sold out of General Dynamics (GD) in Q2 2024, closing a stake of 3,706 shares — an estimated $962K sold.

Pacific Wealth Management first reported a position in GD in Q4 2020 and held it in 14 quarters. The position peaked at $1.25M in Q4 2022. 1,769 funds tracked by Wall St. Rank hold GD as of Q2 2024.

Pacific Wealth Management reported no remaining General Dynamics position as of Q2 2024 after selling out during the quarter.
Pacific Wealth Management sold 3,706 General Dynamics shares in Q2 2024, an estimated $962K.
Pacific Wealth Management first reported a position in General Dynamics in Q4 2020 and held it in 14 quarters.
Pacific Wealth Management's General Dynamics position peaked at $1.25M in Q4 2022.
1,769 funds tracked by Wall St. Rank held General Dynamics as of Q2 2024.

Based on Pacific Wealth Management's 13F filing for Q2 2024, filed 10 Jul 2024.