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Alteri Wealth’s General Dynamics GD Stock Holding History

Alteri Wealth’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 		$571K Sell
1,665
-32
-2% -$11.4K 0.19% 141
2025
Q4 		$571K Sell
1,697
-490
-22% -$167K 0.19% 136
2025
Q3 		$746K Buy
2,187
+101
+5% +$31.8K 0.26% 91
2025
Q2 		$608K Buy
2,086
+239
+13% +$65.8K 0.24% 108
2025
Q1 		$504K Buy
1,847
+223
+14% +$58K 0.22% 114
2024
Q4 		$428K Buy
+1,624
New +$468K 0.12% 139

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

Alteri Wealth's GD Position: Q1 2026 in Review

Alteri Wealth reduced its General Dynamics (GD) stake by 1.9% in Q1 2026, selling an estimated $11.4K and leaving 1,665 shares worth $571K. The position accounts for 0.19% of the portfolio, ranked #141.

Alteri Wealth first reported a position in GD in Q4 2024 and has held it in 6 quarters since. The position peaked at $746K in Q3 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Alteri Wealth held 1,665 shares of General Dynamics worth $571K as of Q1 2026.
  • Alteri Wealth sold 32 General Dynamics shares in Q1 2026, an estimated $11.4K.
  • General Dynamics made up 0.19% of Alteri Wealth's portfolio in Q1 2026, its #141 holding.
  • Alteri Wealth first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • Alteri Wealth's General Dynamics position peaked at $746K in Q3 2025.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.