WWM
GD icon

WJ Wealth Management’s General Dynamics GD Stock Holding History

WJ 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
Q1 		– Sell
-2,176
Closed -$565K – 72
2023
Q4 		$565K Buy
2,176
+12
+0.6% +$2.93K 0.25% 49
2023
Q3 		$478K Buy
2,164
+14
+0.7% +$3.1K 0.23% 46
2023
Q2 		$463K Buy
2,150
+1,081
+101% +$233K 0.22% 44
2023
Q1 		$244K Sell
1,069
-1,057
-50% -$244K 0.17% 47
2022
Q4 		$527K Buy
2,126
+10
+0.5% +$2.44K 0.31% 33
2022
Q3 		$448K Buy
2,116
+12
+0.6% +$2.71K 0.28% 37
2022
Q2 		$466K Buy
2,104
+1,058
+101% +$243K 0.33% 33
2022
Q1 		$252K Buy
1,046
+5
+0.5% +$1.11K 0.17% 40
2021
Q4 		$217K Buy
1,041
+7
+0.7% +$1.41K 0.13% 52
2021
Q3 		$203K Buy
+1,034
New +$202K 0.14% 54
2020
Q3 		– Sell
-2,000
Closed -$298K – 34
2020
Q2 		$298K Buy
+2,000
New +$282K 0.21% 40

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WJ Wealth Management's GD Position: Q1 2024 in Review

WJ Wealth Management sold out of General Dynamics (GD) in Q1 2024, closing a stake of 2,176 shares — an estimated $565K sold.

WJ Wealth Management first reported a position in GD in Q2 2020 and held it in 11 quarters. The position peaked at $565K in Q4 2023. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • WJ Wealth Management reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
  • WJ Wealth Management sold 2,176 General Dynamics shares in Q1 2024, an estimated $565K.
  • WJ Wealth Management first reported a position in General Dynamics in Q2 2020 and held it in 11 quarters.
  • WJ Wealth Management's General Dynamics position peaked at $565K in Q4 2023.
  • 1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on WJ Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.