Allen Wealth Management
GD icon

Allen Wealth Management’s General Dynamics GD Stock Holding History

Allen 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
2026
Q3 		– Sell
-832
Closed -$295K – 55
2026
Q2 		$295K Sell
832
-82
-9% -$28.1K 0.14% 50
2026
Q1 		$314K Hold
914
– – 0.16% 53
2025
Q4 		$308K Hold
914
– – 0.19% 52
2025
Q3 		$312K Sell
914
-203
-18% -$64K 0.21% 50
2025
Q2 		$326K Hold
1,117
– – 0.23% 46
2025
Q1 		$304K Buy
1,117
+19
+2% +$4.94K 0.21% 48
2024
Q4 		$289K Sell
1,098
-20
-2% -$5.76K 0.21% 50
2024
Q3 		$338K Hold
1,118
– – 0.23% 44
2024
Q2 		$324K Buy
1,118
+129
+13% +$37.8K 0.29% 47
2024
Q1 		$279K Buy
989
+14
+1% +$3.74K 0.25% 51
2023
Q4 		$253K Buy
+975
New +$238K 0.25% 49

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Allen Wealth Management's GD Position: Q3 2026 in Review

Allen Wealth Management sold out of General Dynamics (GD) in Q3 2026, closing a stake of 832 shares — an estimated $295K sold.

Allen Wealth Management first reported a position in GD in Q4 2023 and held it in 11 quarters. The position peaked at $338K in Q3 2024. 1,524 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Allen Wealth Management reported no remaining General Dynamics position as of Q3 2026 after selling out during the quarter.
  • Allen Wealth Management sold 832 General Dynamics shares in Q3 2026, an estimated $295K.
  • Allen Wealth Management first reported a position in General Dynamics in Q4 2023 and held it in 11 quarters.
  • Allen Wealth Management's General Dynamics position peaked at $338K in Q3 2024.
  • 1,524 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.