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Primoris Wealth Advisors’s General Dynamics GD Stock Holding History

Primoris 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
2024
Q4 		– Sell
-2,297
Closed -$694K – 98
2024
Q3 		$694K Sell
2,297
-750
-25% -$220K 0.5% 54
2024
Q2 		$884K Buy
+3,047
New +$892K 0.71% 41
2024
Q1 		– Sell
-1,547
Closed -$402K – 100
2023
Q4 		$402K Buy
+1,547
New +$377K 0.38% 59

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Primoris Wealth Advisors's GD Position: Q4 2024 in Review

Primoris Wealth Advisors sold out of General Dynamics (GD) in Q4 2024, closing a stake of 2,297 shares — an estimated $694K sold.

Primoris Wealth Advisors first reported a position in GD in Q4 2023 and held it in 3 quarters. The position peaked at $884K in Q2 2024. 1,849 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • Primoris Wealth Advisors reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 2,297 General Dynamics shares in Q4 2024, an estimated $694K.
  • Primoris Wealth Advisors first reported a position in General Dynamics in Q4 2023 and held it in 3 quarters.
  • Primoris Wealth Advisors's General Dynamics position peaked at $884K in Q2 2024.
  • 1,849 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Primoris Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.