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WealthPLAN Partners’s General Dynamics GD Stock Holding History

WealthPLAN Partners’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 		– Sell
-108
Closed -$23.2K – 611
2023
Q2 		$23.2K Buy
108
+22
+26% +$4.75K ﹤0.01% 648
2023
Q1 		$19.6K Buy
+86
New +$19.9K ﹤0.01% 732
2016
Q3 		$20.2K Sell
132
-122
-48% -$18.2K 0.01% 480
2016
Q2 		$17.6K Buy
+254
New +$35.4K ﹤0.01% 1474
2015
Q2 		– Sell
-200
Closed -$27K – 465
2015
Q1 		$27K Buy
+200
New +$27.4K 0.01% 294

Other funds holding GD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's GD Position: Q3 2023 in Review

WealthPLAN Partners sold out of General Dynamics (GD) in Q3 2023, closing a stake of 108 shares — an estimated $23.2K sold.

WealthPLAN Partners first reported a position in GD in Q1 2015 and held it in 5 quarters. The position peaked at $27K in Q1 2015. 1,516 funds tracked by Wall St. Rank hold GD as of Q3 2023.

  • WealthPLAN Partners reported no remaining General Dynamics position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 108 General Dynamics shares in Q3 2023, an estimated $23.2K.
  • WealthPLAN Partners first reported a position in General Dynamics in Q1 2015 and held it in 5 quarters.
  • WealthPLAN Partners's General Dynamics position peaked at $27K in Q1 2015.
  • 1,516 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.