AE Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.37M | Buy |
9,809
+2,477
| +34% | +$879K | 0.02% | 505 |
|
|
2025
Q4 | $2.47M | Buy |
7,332
+922
| +14% | +$314K | 0.01% | 552 |
|
|
2025
Q3 | $2.19M | Buy |
6,410
+879
| +16% | +$277K | 0.01% | 542 |
|
|
2025
Q2 | $1.61M | Buy |
5,531
+663
| +14% | +$182K | 0.01% | 590 |
|
|
2025
Q1 | $1.33M | Sell |
4,868
-233
| -5% | -$60.6K | 0.01% | 643 |
|
|
2024
Q4 | $1.34M | Buy |
5,101
+334
| +7% | +$96.2K | 0.01% | 638 |
|
|
2024
Q3 | $1.44M | Sell |
4,767
-458
| -9% | -$135K | 0.01% | 624 |
|
|
2024
Q2 | $1.52M | Buy |
5,225
+94
| +2% | +$27.5K | 0.02% | 594 |
|
|
2024
Q1 | $1.45M | Sell |
5,131
-27,182
| -84% | -$7.27M | 0.02% | 575 |
|
|
2023
Q4 | $8.57M | Buy |
32,313
+2,626
| +9% | +$641K | 0.04% | 437 |
|
|
2023
Q3 | $6.56M | Sell |
29,687
-95
| -0.3% | -$21K | 0.04% | 472 |
|
|
2023
Q2 | $6.41M | Sell |
29,782
-14,733
| -33% | -$3.18M | 0.04% | 474 |
|
|
2023
Q1 | $10.2M | Buy |
44,515
+21,134
| +90% | +$4.88M | 0.07% | 336 |
|
|
2022
Q4 | $5.8M | Buy |
23,381
+2,127
| +10% | +$519K | 0.04% | 437 |
|
|
2022
Q3 | $4.51M | Buy |
21,254
+448
| +2% | +$101K | 0.04% | 450 |
|
|
2022
Q2 | $4.6M | Sell |
20,806
-556
| -3% | -$128K | 0.04% | 422 |
|
|
2022
Q1 | $5.15M | Sell |
21,362
-4,718
| -18% | -$1.05M | 0.04% | 429 |
|
|
2021
Q4 | $5.44M | Sell |
26,080
-8,657
| -25% | -$1.75M | 0.04% | 398 |
|
|
2021
Q3 | $6.81M | Buy |
34,737
+3,414
| +11% | +$668K | 0.06% | 310 |
|
|
2021
Q2 | $5.9M | Buy |
31,323
+4,676
| +18% | +$882K | 0.05% | 323 |
|
|
2021
Q1 | $4.84M | Buy |
26,647
+7,443
| +39% | +$1.22M | 0.05% | 316 |
|
|
2020
Q4 | $2.86M | Sell |
19,204
-4,608
| -19% | -$674K | 0.03% | 392 |
|
|
2020
Q3 | $3.3M | Buy |
23,812
+5,027
| +27% | +$742K | 0.05% | 308 |
|
|
2020
Q2 | $2.81M | Buy |
18,785
+9,604
| +105% | +$1.36M | 0.04% | 322 |
|
|
2020
Q1 | $1.22M | Sell |
9,181
-319
| -3% | -$53K | 0.03% | 432 |
|
|
2019
Q4 | $1.68M | Buy |
9,500
+677
| +8% | +$122K | 0.04% | 389 |
|
|
2019
Q3 | $1.61M | Sell |
8,823
-6
| -0.1% | -$1.11K | 0.05% | 318 |
|
|
2019
Q2 | $1.6M | Buy |
8,829
+4,292
| +95% | +$739K | 0.05% | 283 |
|
|
2019
Q1 | $768K | Buy |
+4,537
| New | +$764K | 0.05% | 255 |
|
|
2018
Q4 | – | Sell |
-2,013
| Closed | -$412K | – | 525 |
|
|
2018
Q3 | $412K | Buy |
2,013
+512
| +34% | +$100K | 0.02% | 368 |
|
|
2018
Q2 | $280K | Sell |
1,501
-26
| -2% | -$5.32K | 0.02% | 347 |
|
|
2018
Q1 | $337K | Sell |
1,527
-16
| -1% | -$3.48K | 0.03% | 307 |
|
|
2017
Q4 | $314K | Buy |
1,543
+351
| +29% | +$71.7K | 0.03% | 307 |
|
|
2017
Q3 | $245K | Buy |
+1,192
| New | +$239K | 0.02% | 343 |
|
Other funds holding GD
LAMI
VCM
VPM
AE Wealth Management's GD Position: Q1 2026 in Review
AE Wealth Management increased its General Dynamics (GD) stake by 34% in Q1 2026, buying an estimated $879K and bringing the position to 9,809 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #505.
AE Wealth Management first reported a position in GD in Q3 2017 and has held it in 34 quarters since. The position peaked at $10.2M in Q1 2023. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.
- AE Wealth Management held 9,809 shares of General Dynamics worth $3.37M as of Q1 2026.
- AE Wealth Management bought 2,477 General Dynamics shares in Q1 2026, an estimated $879K.
- General Dynamics made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #505 holding.
- AE Wealth Management first reported a position in General Dynamics in Q3 2017 and has held it in 34 quarters since.
- AE Wealth Management's General Dynamics position peaked at $10.2M in Q1 2023.
- 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.