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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
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 $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGH Wealth Advisors's GD Position: Q1 2026 in Review

AGH Wealth Advisors increased its General Dynamics (GD) stake by 0.39% in Q1 2026, buying an estimated $2.84K and bringing the position to 2,035 shares worth $699K. The position accounts for 0.51% of the portfolio, ranked #41.

AGH Wealth Advisors first reported a position in GD in Q4 2024 and has held it in 6 quarters since. The position peaked at $768K in Q3 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • AGH Wealth Advisors held 2,035 shares of General Dynamics worth $699K as of Q1 2026.
  • AGH Wealth Advisors bought 8 General Dynamics shares in Q1 2026, an estimated $2.84K.
  • General Dynamics made up 0.51% of AGH Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • AGH Wealth Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's General Dynamics position peaked at $768K in Q3 2025.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.