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TrinityPoint Wealth’s General Dynamics GD Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$552K Sell
2,096
-1
-0% -$288 0.08% 221
2024
Q3 		$634K Buy
2,097
+7
+0.3% +$2.06K 0.09% 203
2024
Q2 		$606K Buy
2,090
+103
+5% +$30.2K 0.09% 191
2024
Q1 		$561K Buy
1,987
+32
+2% +$8.56K 0.09% 188
2023
Q4 		$508K Buy
1,955
+7
+0.4% +$1.71K 0.09% 189
2023
Q3 		$430K Buy
1,948
+10
+0.5% +$2.21K 0.09% 193
2023
Q2 		$417K Sell
1,938
-28
-1% -$6.04K 0.08% 196
2023
Q1 		$449K Buy
1,966
+54
+3% +$12.5K 0.1% 182
2022
Q4 		$474K Buy
1,912
+500
+35% +$122K 0.11% 177
2022
Q3 		$300K Sell
1,412
-44
-3% -$9.94K 0.07% 204
2022
Q2 		$322K Sell
1,456
-75
-5% -$17.3K 0.07% 204
2022
Q1 		$369K Sell
1,531
-17
-1% -$3.77K 0.07% 216
2021
Q4 		$323K Buy
1,548
+28
+2% +$5.65K 0.06% 244
2021
Q3 		$298K Buy
+1,520
New +$298K 0.06% 242

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TrinityPoint Wealth's GD Position: Q4 2024 in Review

TrinityPoint Wealth reduced its General Dynamics (GD) stake by 0.05% in Q4 2024, selling an estimated $288 and leaving 2,096 shares worth $552K. The position accounts for 0.08% of the portfolio, ranked #221.

TrinityPoint Wealth first reported a position in GD in Q3 2021 and has held it in 14 quarters since. The position peaked at $634K in Q3 2024. 1,846 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • TrinityPoint Wealth held 2,096 shares of General Dynamics worth $552K as of Q4 2024.
  • TrinityPoint Wealth sold 1 General Dynamics share in Q4 2024, an estimated $288.
  • General Dynamics made up 0.08% of TrinityPoint Wealth's portfolio in Q4 2024, its #221 holding.
  • TrinityPoint Wealth first reported a position in General Dynamics in Q3 2021 and has held it in 14 quarters since.
  • TrinityPoint Wealth's General Dynamics position peaked at $634K in Q3 2024.
  • 1,846 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.