1858 Wealth Management’s General Dynamics GD Stock Holding History

1858 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
2025 Q3	$1.19M	Buy	3,485 +229	+7%	+$72.2K	0.83%	36
2025 Q2	$950K	Buy	3,256 +32	+1%	+$8.81K	0.7%	40
2025 Q1	$879K	Buy	3,224 +38	+1%	+$9.88K	0.74%	43
2024 Q4	$839K	Buy	3,186 +108	+4%	+$31.1K	0.66%	45
2024 Q3	$930K	Sell	3,078 -79	-3%	-$23.2K	0.77%	34
2024 Q2	$916K	Sell	3,157 -192	-6%	-$56.2K	0.76%	38
2024 Q1	$870K	Hold	3,349	–	–	0.82%	35
2023 Q4	$870K	Buy	+3,349	New	+$817K	0.82%	35

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1858 Wealth Management's GD Position: Q3 2025 in Review

1858 Wealth Management increased its General Dynamics (GD) stake by 7% in Q3 2025, buying an estimated $72.2K and bringing the position to 3,485 shares worth $1.19M. The position accounts for 0.83% of the portfolio, ranked #36.

1858 Wealth Management first reported a position in GD in Q4 2023 and has held it in 8 quarters since. 2,022 funds tracked by Wall St. Rank hold GD as of Q3 2025.

1858 Wealth Management held 3,485 shares of General Dynamics worth $1.19M as of Q3 2025.
1858 Wealth Management bought 229 General Dynamics shares in Q3 2025, an estimated $72.2K.
General Dynamics made up 0.83% of 1858 Wealth Management's portfolio in Q3 2025, its #36 holding.
1858 Wealth Management first reported a position in General Dynamics in Q4 2023 and has held it in 8 quarters since.
2,022 funds tracked by Wall St. Rank held General Dynamics as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.