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Wealth Management Solutions’s General Dynamics GD Stock Holding History

Wealth Management Solutions’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
2023
Q3 		$512K Buy
2,318
+7
+0.3% +$1.55K 0.35% 37
2023
Q2 		$497K Buy
2,311
+219
+10% +$47.3K 0.32% 37
2023
Q1 		$477K Buy
2,092
+46
+2% +$10.6K 0.27% 39
2022
Q4 		$508K Buy
2,046
+139
+7% +$33.9K 0.27% 43
2022
Q3 		$405K Buy
1,907
+1
+0.1% +$226 0.24% 44
2022
Q2 		$422K Buy
1,906
+42
+2% +$9.66K 0.24% 50
2022
Q1 		$449K Buy
1,864
+19
+1% +$4.22K 0.23% 58
2021
Q4 		$385K Buy
+1,845
New +$373K 0.2% 76

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Management Solutions's GD Position: Q3 2023 in Review

Wealth Management Solutions increased its General Dynamics (GD) stake by 0.3% in Q3 2023, buying an estimated $1.55K and bringing the position to 2,318 shares worth $512K. The position accounts for 0.35% of the portfolio, ranked #37.

Wealth Management Solutions first reported a position in GD in Q4 2021 and has held it in 8 quarters since. 1,517 funds tracked by Wall St. Rank hold GD as of Q3 2023.

  • Wealth Management Solutions held 2,318 shares of General Dynamics worth $512K as of Q3 2023.
  • Wealth Management Solutions bought 7 General Dynamics shares in Q3 2023, an estimated $1.55K.
  • General Dynamics made up 0.35% of Wealth Management Solutions's portfolio in Q3 2023, its #37 holding.
  • Wealth Management Solutions first reported a position in General Dynamics in Q4 2021 and has held it in 8 quarters since.
  • 1,517 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.