Von Berge Wealth Management Group’s General Dynamics GD Stock Holding History

Von Berge Wealth Management 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
2024 Q4	–	Sell	-907	Closed	-$280K	–	66
2024 Q3	$280K	Buy	907 +2	+0.2%	+$588	0.17%	51
2024 Q2	$261K	Hold	905	–	–	0.17%	53
2024 Q1	$256K	Hold	905	–	–	0.16%	53
2023 Q4	$231K	Buy	+905	New	+$221K	0.18%	58
2023 Q2	–	Sell	-905	Closed	-$210K	–	64
2023 Q1	$210K	Hold	905	–	–	0.19%	61
2022 Q4	$206K	Hold	905	–	–	0.19%	62
2022 Q3	$204K	Buy	+905	New	+$205K	0.22%	54
2022 Q2	–	Sell	-905	Closed	-$221K	–	61
2022 Q1	$221K	Buy	+905	New	+$201K	0.2%	62

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Von Berge Wealth Management Group's GD Position: Q4 2024 in Review

Von Berge Wealth Management Group sold out of General Dynamics (GD) in Q4 2024, closing a stake of 907 shares — an estimated $280K sold.

Von Berge Wealth Management Group first reported a position in GD in Q1 2022 and held it in 8 quarters. The position peaked at $280K in Q3 2024. 1,849 funds tracked by Wall St. Rank hold GD as of Q4 2024.

Von Berge Wealth Management Group reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
Von Berge Wealth Management Group sold 907 General Dynamics shares in Q4 2024, an estimated $280K.
Von Berge Wealth Management Group first reported a position in General Dynamics in Q1 2022 and held it in 8 quarters.
Von Berge Wealth Management Group's General Dynamics position peaked at $280K in Q3 2024.
1,849 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q4 2024, filed 6 Feb 2025.