Whitener Capital Management’s General Dynamics GD Stock Holding History

Whitener 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
2026 Q2	$1.33M	Hold	3,748	–	–	0.28%	70
2026 Q1	$1.29M	Hold	3,748	–	–	0.29%	67
2025 Q4	$1.26M	Hold	3,748	–	–	0.29%	71
2025 Q3	$1.28M	Buy	3,748 +100	+3%	+$31.5K	0.31%	66
2025 Q2	$1.06M	Buy	3,648 +88	+2%	+$24.2K	0.28%	75
2025 Q1	$970K	Buy	3,560 +30	+0.8%	+$7.8K	0.27%	72
2024 Q4	$930K	Hold	3,530	–	–	0.26%	70
2024 Q3	$1.07M	Buy	3,530 +50	+1%	+$14.7K	0.3%	64
2024 Q2	$1.01M	Buy	3,480 +75	+2%	+$22K	0.31%	65
2024 Q1	$962K	Sell	3,405 -25	-0.7%	-$6.69K	0.31%	68
2023 Q4	$891K	Buy	3,430 +5	+0.1%	+$1.22K	0.32%	65
2023 Q3	$757K	Buy	3,425 +5	+0.1%	+$1.11K	0.3%	67
2023 Q2	$736K	Buy	3,420 +55	+2%	+$11.9K	0.28%	71
2023 Q1	$768K	Buy	3,365 +120	+4%	+$27.7K	0.32%	65
2022 Q4	$805K	Buy	3,245 +35	+1%	+$8.54K	0.35%	64
2022 Q3	$681K	Buy	3,210 +59	+2%	+$13.3K	0.32%	68
2022 Q2	$697K	Buy	3,151 +31	+1%	+$7.13K	0.31%	69
2022 Q1	$752K	Sell	3,120 -25	-0.8%	-$5.55K	0.28%	78
2021 Q4	$655K	Buy	3,145 +220	+8%	+$44.4K	0.23%	87
2021 Q3	$435K	Sell	2,925 -200	-6%	-$39.1K	0.2%	83
2021 Q2	$588K	Hold	3,125	–	–	0.23%	83
2021 Q1	$567K	Buy	3,125 +200	+7%	+$32.7K	0.25%	82
2020 Q4	$435K	Buy	2,925 +175	+6%	+$25.6K	0.2%	84
2020 Q3	$380K	Hold	2,750	–	–	0.18%	86
2020 Q2	$411K	Buy	2,750 +105	+4%	+$14.8K	0.21%	81
2020 Q1	$349K	Sell	2,645 -121	-4%	-$20.1K	0.23%	78
2019 Q4	$487K	Hold	2,766	–	–	0.25%	84
2019 Q3	$505K	Hold	2,766	–	–	0.28%	78
2019 Q2	$502K	Hold	2,766	–	–	0.29%	77
2019 Q1	$468K	Hold	2,766	–	–	0.31%	76
2018 Q4	$434K	Sell	2,766 -125	-4%	-$22.4K	0.32%	77
2018 Q3	$591K	Hold	2,891	–	–	0.39%	70
2018 Q2	$538K	Sell	2,891 -50	-2%	-$10.2K	0.42%	68
2018 Q1	$649K	Buy	2,941 +500	+20%	+$109K	0.5%	58
2017 Q4	$496K	Buy	+2,441	New	+$499K	0.43%	66

Other funds holding GD

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return