World Equity Group’s General Dynamics GD Stock Holding History

World Equity Group’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 Q3	–	Sell	-5,275	Closed	-$1.53M	–	285
2024 Q2	$1.53M	Sell	5,275 -5,415	-51%	-$1.59M	0.46%	61
2024 Q1	$3.02M	Sell	10,690 -58	-0.5%	-$15.5K	0.62%	38
2023 Q4	$2.79M	Buy	10,748 +20	+0.2%	+$4.88K	0.56%	36
2023 Q3	$2.37M	Buy	10,728 +5,796	+118%	+$1.28M	0.49%	48
2023 Q2	$1.06M	Sell	4,932 -1,201	-20%	-$259K	0.31%	89
2023 Q1	$1.4M	Buy	6,133 +842	+16%	+$195K	0.21%	123
2022 Q4	$1.31M	Buy	5,291 +510	+11%	+$124K	0.31%	87
2022 Q3	$1.01M	Sell	4,781 -41	-0.9%	-$9.27K	0.26%	98
2022 Q2	$1.07M	Sell	4,822 -12	-0.2%	-$2.76K	0.27%	103
2022 Q1	$1.17M	Buy	+4,834	New	+$1.07M	0.25%	109

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

World Equity Group's GD Position: Q3 2024 in Review

World Equity Group sold out of General Dynamics (GD) in Q3 2024, closing a stake of 5,275 shares — an estimated $1.53M sold.

World Equity Group first reported a position in GD in Q1 2022 and held it in 10 quarters. The position peaked at $3.02M in Q1 2024. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

World Equity Group reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
World Equity Group sold 5,275 General Dynamics shares in Q3 2024, an estimated $1.53M.
World Equity Group first reported a position in General Dynamics in Q1 2022 and held it in 10 quarters.
World Equity Group's General Dynamics position peaked at $3.02M in Q1 2024.
1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.