Wealthcare Capital Management’s General Dynamics GD Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-37	Closed	-$7K	–	304
2021 Q1	$7K	Buy	+37	New	+$6.04K	﹤0.01%	320
2020 Q1	–	Sell	-22	Closed	-$4K	–	409
2019 Q4	$4K	Buy	+22	New	+$3.95K	﹤0.01%	296
2016 Q4	–	Sell	-113	Closed	-$18K	–	198
2016 Q3	$18K	Hold	113	–	–	﹤0.01%	103
2016 Q2	$16K	Hold	113	–	–	﹤0.01%	104
2016 Q1	$15K	Hold	113	–	–	﹤0.01%	116
2015 Q4	$16K	Hold	113	–	–	﹤0.01%	129
2015 Q3	$16K	Hold	113	–	–	﹤0.01%	142
2015 Q2	$16K	Sell	113 -73	-39%	-$10.1K	﹤0.01%	165
2015 Q1	$25K	Buy	186 +73	+65%	+$10K	﹤0.01%	366
2014 Q4	$16K	Hold	113	–	–	﹤0.01%	118
2014 Q3	$14K	Hold	113	–	–	﹤0.01%	122
2014 Q2	$13K	Buy	+113	New	+$12.9K	﹤0.01%	118

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealthcare Capital Management's GD Position: Q2 2021 in Review

Wealthcare Capital Management sold out of General Dynamics (GD) in Q2 2021, closing a stake of 37 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in GD in Q2 2014 and held it in 12 quarters. The position peaked at $25K in Q1 2015. 1,288 funds tracked by Wall St. Rank hold GD as of Q2 2021.

Wealthcare Capital Management reported no remaining General Dynamics position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 37 General Dynamics shares in Q2 2021, an estimated $7K.
Wealthcare Capital Management first reported a position in General Dynamics in Q2 2014 and held it in 12 quarters.
Wealthcare Capital Management's General Dynamics position peaked at $25K in Q1 2015.
1,288 funds tracked by Wall St. Rank held General Dynamics as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.