Rise Advisors’s General Dynamics GD Stock Holding History

Rise 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 Q4	–	Sell	-281	Closed	-$95.8K	–	624
2025 Q3	$95.8K	Sell	281 -301	-52%	-$94.9K	0.03%	165
2025 Q2	$170K	Sell	582 -25	-4%	-$6.88K	0.07%	106
2025 Q1	$165K	Buy	607 +31	+5%	+$8.06K	0.07%	102
2024 Q4	$152K	Sell	576 -51	-8%	-$14.7K	0.07%	101
2024 Q3	$189K	Sell	627 -56	-8%	-$16.5K	0.09%	95
2024 Q2	$198K	Buy	683 +4	+0.6%	+$1.17K	0.11%	95
2024 Q1	$192K	Buy	679 +105	+18%	+$28.1K	0.1%	94
2023 Q4	$149K	Buy	574 +226	+65%	+$55.1K	0.1%	81
2023 Q3	$76.8K	Buy	348 +2	+0.6%	+$442	0.06%	104
2023 Q2	$74.4K	Sell	346 -19	-5%	-$4.1K	0.06%	123
2023 Q1	$83.2K	Buy	365 +2	+0.6%	+$462	0.06%	115
2022 Q4	$90K	Buy	363 +2	+0.6%	+$488	0.07%	112
2022 Q3	$77K	Buy	361 +340	+1,619%	+$76.8K	0.06%	115
2022 Q2	$5K	Hold	21	–	–	0.01%	437
2022 Q1	$5K	Hold	21	–	–	﹤0.01%	420
2021 Q4	$4.28K	Buy	+21	New	+$4.24K	﹤0.01%	427

Other funds holding GD

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 $5.7T AUM 30.48% 1-Year Est. Return

Newport Trust Company

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return