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San Luis Wealth Advisors’s General Dynamics GD Stock Holding History

San Luis 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
2025
Q4 		– Sell
-628
Closed -$214K – 184
2025
Q3 		$214K Buy
+628
New +$198K 0.04% 166
2022
Q2 		– Sell
-782
Closed -$163K – 214
2022
Q1 		$163K Buy
+782
New +$174K 0.08% 168
2020
Q4 		$332K Buy
+2,231
New +$326K 0.21% 107

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

San Luis Wealth Advisors's GD Position: Q4 2025 in Review

San Luis Wealth Advisors sold out of General Dynamics (GD) in Q4 2025, closing a stake of 628 shares — an estimated $214K sold.

San Luis Wealth Advisors first reported a position in GD in Q4 2020 and held it in 3 quarters. The position peaked at $332K in Q4 2020. 2,161 funds tracked by Wall St. Rank hold GD as of Q4 2025.

  • San Luis Wealth Advisors reported no remaining General Dynamics position as of Q4 2025 after selling out during the quarter.
  • San Luis Wealth Advisors sold 628 General Dynamics shares in Q4 2025, an estimated $214K.
  • San Luis Wealth Advisors first reported a position in General Dynamics in Q4 2020 and held it in 3 quarters.
  • San Luis Wealth Advisors's General Dynamics position peaked at $332K in Q4 2020.
  • 2,161 funds tracked by Wall St. Rank held General Dynamics as of Q4 2025.

Based on San Luis Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.