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AGH Wealth Advisors’s General Dynamics GD Stock Holding History

AGH Wealth 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
Q2 		$720K Sell
2,033
-2
-0.1% -$685 0.45% 47
2026
Q1 		$699K Buy
2,035
+8
+0.4% +$2.84K 0.51% 41
2025
Q4 		$683K Sell
2,027
-226
-10% -$77.1K 0.51% 36
2025
Q3 		$768K Buy
2,253
+33
+1% +$10.4K 0.56% 34
2025
Q2 		$648K Buy
2,220
+8
+0.4% +$2.2K 0.53% 34
2025
Q1 		$603K Sell
2,212
-16
-0.7% -$4.16K 0.58% 36
2024
Q4 		$587K Buy
+2,228
New +$641K 0.54% 37

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGH Wealth Advisors's GD Position: Q2 2026 in Review

AGH Wealth Advisors reduced its General Dynamics (GD) stake by 0.1% in Q2 2026, selling an estimated $685 and leaving 2,033 shares worth $720K. The position accounts for 0.45% of the portfolio, ranked #47.

AGH Wealth Advisors first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $768K in Q3 2025. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • AGH Wealth Advisors held 2,033 shares of General Dynamics worth $720K as of Q2 2026.
  • AGH Wealth Advisors sold 2 General Dynamics shares in Q2 2026, an estimated $685.
  • General Dynamics made up 0.45% of AGH Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • AGH Wealth Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's General Dynamics position peaked at $768K in Q3 2025.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.