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Spectrum Wealth Counsel’s General Dynamics GD Stock Holding History

Spectrum Wealth Counsel’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 		$30.8K Hold
113
– – ﹤0.01% 191
2024
Q4 		$29.8K Hold
113
– – ﹤0.01% 190
2024
Q3 		$34.1K Sell
113
-75
-40% -$22K ﹤0.01% 196
2024
Q2 		$54.5K Sell
188
-44
-19% -$12.9K 0.01% 195
2024
Q1 		$65.5K Buy
+232
New +$62K 0.01% 197

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spectrum Wealth Counsel's GD Position: Q1 2025 in Review

Spectrum Wealth Counsel held its General Dynamics (GD) position steady in Q1 2025 at 113 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Spectrum Wealth Counsel first reported a position in GD in Q1 2024 and has held it in 5 quarters since. The position peaked at $65.5K in Q1 2024. 1,828 funds tracked by Wall St. Rank hold GD as of Q1 2025.

  • Spectrum Wealth Counsel held 113 shares of General Dynamics worth $30.8K as of Q1 2025.
  • Spectrum Wealth Counsel left its General Dynamics share count unchanged in Q1 2025.
  • General Dynamics made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #191 holding.
  • Spectrum Wealth Counsel first reported a position in General Dynamics in Q1 2024 and has held it in 5 quarters since.
  • Spectrum Wealth Counsel's General Dynamics position peaked at $65.5K in Q1 2024.
  • 1,828 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.