Western Pacific Wealth Management’s General Dynamics GD Stock Holding History

Western Pacific Wealth 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
2024 Q4	–	Sell	-250	Closed	-$75.5K	–	234
2024 Q3	$75.5K	Buy	+250	New	+$73.5K	0.05%	144
2023 Q2	–	Sell	-25	Closed	-$5.71K	–	287
2023 Q1	$5.71K	Hold	25	–	–	﹤0.01%	214
2022 Q4	$6.2K	Hold	25	–	–	0.01%	203
2022 Q3	$5K	Hold	25	–	–	0.01%	206
2022 Q2	$5K	Hold	25	–	–	﹤0.01%	152
2022 Q1	$6K	Hold	25	–	–	﹤0.01%	174
2021 Q4	$5K	Buy	+25	New	+$5.05K	﹤0.01%	178

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

Western Pacific Wealth Management's GD Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of General Dynamics (GD) in Q4 2024, closing a stake of 250 shares — an estimated $75.5K sold.

Western Pacific Wealth Management first reported a position in GD in Q4 2021 and held it in 7 quarters. The position peaked at $75.5K in Q3 2024. 1,849 funds tracked by Wall St. Rank hold GD as of Q4 2024.

Western Pacific Wealth Management reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 250 General Dynamics shares in Q4 2024, an estimated $75.5K.
Western Pacific Wealth Management first reported a position in General Dynamics in Q4 2021 and held it in 7 quarters.
Western Pacific Wealth Management's General Dynamics position peaked at $75.5K in Q3 2024.
1,849 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.