4Wealth Advisors’s General Dynamics GD Stock Holding History

4Wealth Advisors’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 Q3	$365K	Buy	1,097 +1	+0.1%	+$371	0.25%	87
2026 Q2	$381K	Buy	1,096 +2	+0.2%	+$685	0.29%	102
2026 Q1	$373K	Buy	1,094 +1	+0.1%	+$355	0.32%	98
2025 Q4	$368K	Buy	1,093 +1	+0.1%	+$341	0.31%	102
2025 Q3	$372K	Sell	1,092 -150	-12%	-$47.3K	0.33%	96
2025 Q2	$362K	Buy	1,242 +2	+0.2%	+$550	0.37%	90
2025 Q1	$338K	Sell	1,240 -53	-4%	-$13.8K	0.37%	97
2024 Q4	$341K	Buy	+1,293	New	+$372K	0.34%	100

Other funds holding GD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

4Wealth Advisors's GD Position: Q3 2026 in Review

4Wealth Advisors increased its General Dynamics (GD) stake by 0.09% in Q3 2026, buying an estimated $371 and bringing the position to 1,097 shares worth $365K. The position accounts for 0.25% of the portfolio, ranked #87.

4Wealth Advisors first reported a position in GD in Q4 2024 and has held it in 8 quarters since. The position peaked at $381K in Q2 2026. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

4Wealth Advisors held 1,097 shares of General Dynamics worth $365K as of Q3 2026.
4Wealth Advisors bought 1 General Dynamics share in Q3 2026, an estimated $371.
General Dynamics made up 0.25% of 4Wealth Advisors's portfolio in Q3 2026, its #87 holding.
4Wealth Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's General Dynamics position peaked at $381K in Q2 2026.
1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.