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WR Wealth Planners’s General Dynamics GD Stock Holding History

WR Wealth Planners’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 		$20K Buy
76
+5
+7% +$1.44K 0.01% 458
2024
Q3 		$21.5K Buy
71
+10
+16% +$2.94K 0.01% 470
2024
Q2 		$17.7K Buy
61
+5
+9% +$1.47K 0.01% 464
2024
Q1 		$15.8K Buy
+56
New +$15K ﹤0.01% 500
2023
Q4 		– Sell
-116
Closed -$25.6K – 441
2023
Q3 		$25.6K Hold
116
– – 0.01% 398
2023
Q2 		$25K Sell
116
-490
-81% -$106K 0.01% 400
2023
Q1 		$138K Buy
+606
New +$140K 0.06% 194

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WR Wealth Planners's GD Position: Q4 2024 in Review

WR Wealth Planners increased its General Dynamics (GD) stake by 7% in Q4 2024, buying an estimated $1.44K and bringing the position to 76 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #458.

WR Wealth Planners first reported a position in GD in Q1 2023 and has held it in 7 quarters since. The position peaked at $138K in Q1 2023. 1,847 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • WR Wealth Planners held 76 shares of General Dynamics worth $20K as of Q4 2024.
  • WR Wealth Planners bought 5 General Dynamics shares in Q4 2024, an estimated $1.44K.
  • General Dynamics made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #458 holding.
  • WR Wealth Planners first reported a position in General Dynamics in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's General Dynamics position peaked at $138K in Q1 2023.
  • 1,847 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.