Proquility Private Wealth Partners’s General Dynamics GD Stock Holding History

Proquility Private Wealth Partners’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	$1.65M	Buy	6,058 +1,102	+22%	+$286K	0.51%	58
2024 Q4	$1.31M	Buy	4,956 +16	+0.3%	+$4.61K	0.42%	61
2024 Q3	$1.49M	Buy	4,940 +7	+0.1%	+$2.06K	0.48%	57
2024 Q2	$1.43M	Sell	4,933 -376	-7%	-$110K	0.49%	57
2024 Q1	$1.5M	Sell	5,309 -97	-2%	-$25.9K	0.51%	56
2023 Q4	$1.4M	Sell	5,406 -28	-0.5%	-$6.83K	0.53%	57
2023 Q3	$1.2M	Sell	5,434 -207	-4%	-$45.8K	0.49%	60
2023 Q2	$1.21M	Buy	5,641 +218	+4%	+$47K	0.47%	61
2023 Q1	$1.24M	Buy	+5,423	New	+$1.25M	0.49%	61

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Proquility Private Wealth Partners's GD Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its General Dynamics (GD) stake by 22% in Q1 2025, buying an estimated $286K and bringing the position to 6,058 shares worth $1.65M. The position accounts for 0.51% of the portfolio, ranked #58.

Proquility Private Wealth Partners first reported a position in GD in Q1 2023 and has held it in 9 quarters since. 1,828 funds tracked by Wall St. Rank hold GD as of Q1 2025.

Proquility Private Wealth Partners held 6,058 shares of General Dynamics worth $1.65M as of Q1 2025.
Proquility Private Wealth Partners bought 1,102 General Dynamics shares in Q1 2025, an estimated $286K.
General Dynamics made up 0.51% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #58 holding.
Proquility Private Wealth Partners first reported a position in General Dynamics in Q1 2023 and has held it in 9 quarters since.
1,828 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.