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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
Q2 		$605K Buy
1,708
+43
+3% +$14.7K 0.17% 152
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 $9.89B 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

Alteri Wealth's GD Position: Q2 2026 in Review

Alteri Wealth increased its General Dynamics (GD) stake by 2.6% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,708 shares worth $605K. The position accounts for 0.17% of the portfolio, ranked #152.

Alteri Wealth first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $746K in Q3 2025. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Alteri Wealth held 1,708 shares of General Dynamics worth $605K as of Q2 2026.
  • Alteri Wealth bought 43 General Dynamics shares in Q2 2026, an estimated $14.7K.
  • General Dynamics made up 0.17% of Alteri Wealth's portfolio in Q2 2026, its #152 holding.
  • Alteri Wealth first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's General Dynamics position peaked at $746K in Q3 2025.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.