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Peterson Wealth Services’s General Dynamics GD Stock Holding History

Peterson Wealth Services’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
Q2 		– Sell
-54
Closed -$14.7K – 223
2025
Q1 		$14.7K Sell
54
-60
-53% -$15.6K ﹤0.01% 175
2024
Q4 		$30K Hold
114
– – 0.01% 168
2024
Q3 		$34.5K Buy
+114
New +$33.5K 0.01% 169

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Peterson Wealth Services's GD Position: Q2 2025 in Review

Peterson Wealth Services sold out of General Dynamics (GD) in Q2 2025, closing a stake of 54 shares — an estimated $14.7K sold.

Peterson Wealth Services first reported a position in GD in Q3 2024 and held it in 3 quarters. The position peaked at $34.5K in Q3 2024. 1,900 funds tracked by Wall St. Rank hold GD as of Q2 2025.

  • Peterson Wealth Services reported no remaining General Dynamics position as of Q2 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 54 General Dynamics shares in Q2 2025, an estimated $14.7K.
  • Peterson Wealth Services first reported a position in General Dynamics in Q3 2024 and held it in 3 quarters.
  • Peterson Wealth Services's General Dynamics position peaked at $34.5K in Q3 2024.
  • 1,900 funds tracked by Wall St. Rank held General Dynamics as of Q2 2025.

Based on Peterson Wealth Services's 13F filing for Q2 2025, filed 31 Jul 2025.