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Alliance Wealth Advisors (Utah)’s General Dynamics GD Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$432K Sell
1,220
-350
-22% -$120K 0.08% 152
2026
Q1 		$539K Sell
1,570
-588
-27% -$209K 0.12% 126
2025
Q4 		$727K Sell
2,158
-781
-27% -$266K 0.16% 136
2025
Q3 		$1M Sell
2,939
-251
-8% -$79.1K 0.23% 122
2025
Q2 		$931K Buy
3,190
+5
+0.2% +$1.38K 0.22% 106
2025
Q1 		$868K Buy
3,185
+62
+2% +$16.1K 0.23% 107
2024
Q4 		$823K Buy
3,123
+28
+0.9% +$8.06K 0.21% 116
2024
Q3 		$935K Buy
3,095
+97
+3% +$28.5K 0.25% 102
2024
Q2 		$870K Buy
2,998
+79
+3% +$23.1K 0.26% 97
2024
Q1 		$825K Buy
2,919
+141
+5% +$37.7K 0.25% 100
2023
Q4 		$721K Buy
2,778
+72
+3% +$17.6K 0.24% 99
2023
Q3 		$598K Buy
2,706
+43
+2% +$9.51K 0.22% 100
2023
Q2 		$573K Buy
2,663
+189
+8% +$40.8K 0.21% 107
2023
Q1 		$565K Buy
2,474
+47
+2% +$10.9K 0.23% 106
2022
Q4 		$602K Buy
+2,427
New +$592K 0.27% 90

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

Alliance Wealth Advisors (Utah)'s GD Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its General Dynamics (GD) stake by 22% in Q2 2026, selling an estimated $120K and leaving 1,220 shares worth $432K. The position accounts for 0.08% of the portfolio, ranked #152.

Alliance Wealth Advisors (Utah) first reported a position in GD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1M in Q3 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,220 shares of General Dynamics worth $432K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 350 General Dynamics shares in Q2 2026, an estimated $120K.
  • General Dynamics made up 0.08% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #152 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in General Dynamics in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s General Dynamics position peaked at $1M in Q3 2025.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.