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Strategic Wealth Investment Group’s General Dynamics GD Stock Holding History

Strategic Wealth Investment Group’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
Q3 		– Sell
-4
Closed -$1.17K – 154
2025
Q2 		$1.17K Buy
+4
New +$1.1K ﹤0.01% 130
2025
Q1 		– Sell
-20,521
Closed -$5.41M – 74
2024
Q4 		$5.41M Sell
20,521
-1,537
-7% -$443K 0.6% 48
2024
Q3 		$6.73M Buy
22,058
+17,005
+337% +$5M 0.72% 46
2024
Q2 		$1.45M Buy
+5,053
New +$1.48M 0.18% 66

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Wealth Investment Group's GD Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of General Dynamics (GD) in Q3 2025, closing a stake of 4 shares — an estimated $1.17K sold.

Strategic Wealth Investment Group first reported a position in GD in Q2 2024 and held it in 4 quarters. The position peaked at $6.73M in Q3 2024. 2,027 funds tracked by Wall St. Rank hold GD as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining General Dynamics position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 4 General Dynamics shares in Q3 2025, an estimated $1.17K.
  • Strategic Wealth Investment Group first reported a position in General Dynamics in Q2 2024 and held it in 4 quarters.
  • Strategic Wealth Investment Group's General Dynamics position peaked at $6.73M in Q3 2024.
  • 2,027 funds tracked by Wall St. Rank held General Dynamics as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.