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Peak Financial Advisors’s General Dynamics GD Stock Holding History

Peak 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
Q1 		– Sell
-4,591
Closed -$1.21M – 77
2024
Q4 		$1.21M Sell
4,591
-5,410
-54% -$1.56M 0.63% 39
2024
Q3 		$3.02M Buy
+10,001
New +$2.94M 1.55% 27

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

Peak Financial Advisors's GD Position: Q1 2025 in Review

Peak Financial Advisors sold out of General Dynamics (GD) in Q1 2025, closing a stake of 4,591 shares — an estimated $1.21M sold.

Peak Financial Advisors first reported a position in GD in Q3 2024 and held it in 2 quarters. The position peaked at $3.02M in Q3 2024. 1,832 funds tracked by Wall St. Rank hold GD as of Q1 2025.

  • Peak Financial Advisors reported no remaining General Dynamics position as of Q1 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 4,591 General Dynamics shares in Q1 2025, an estimated $1.21M.
  • Peak Financial Advisors first reported a position in General Dynamics in Q3 2024 and held it in 2 quarters.
  • Peak Financial Advisors's General Dynamics position peaked at $3.02M in Q3 2024.
  • 1,832 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Peak Financial Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.