Aprio Wealth Management
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Aprio Wealth Management’s General Dynamics GD Stock Holding History

Aprio 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 		$1.98M Buy
5,957
+421
+8% +$156K 0.09% 155
2026
Q2 		$1.96M Sell
5,536
-24
-0.4% -$8.22K 0.1% 147
2026
Q1 		$1.91M Buy
5,560
+1,335
+32% +$474K 0.1% 132
2025
Q4 		$1.84M Buy
4,225
+2,509
+146% +$856K 0.11% 132
2025
Q3 		$585K Buy
1,716
+173
+11% +$54.5K 0.06% 196
2025
Q2 		$450K Buy
1,543
+495
+47% +$136K 0.05% 208
2025
Q1 		$286K Buy
1,048
+9
+0.9% +$2.34K 0.04% 277
2024
Q4 		$274K Sell
1,039
-11
-1% -$3.17K 0.04% 233
2024
Q3 		$317K Sell
1,050
-22
-2% -$6.46K 0.05% 187
2024
Q2 		$311K Sell
1,072
-1
-0.1% -$293 0.06% 159
2024
Q1 		$303K Buy
1,073
+77
+8% +$20.6K 0.06% 154
2023
Q4 		$259K Sell
996
-14
-1% -$3.42K 0.06% 157
2023
Q3 		$223K Hold
1,010
– – 0.06% 149
2023
Q2 		$217K Buy
1,010
+61
+6% +$13.2K 0.06% 137
2023
Q1 		$217K Sell
949
-180
-16% -$41.6K 0.07% 126
2022
Q4 		$280K Buy
1,129
+65
+6% +$15.9K 0.1% 92
2022
Q3 		$226K Sell
1,064
-100
-9% -$22.6K 0.09% 95
2022
Q2 		$258K Buy
1,164
+12
+1% +$2.76K 0.1% 85
2022
Q1 		$278K Buy
1,152
+71
+7% +$15.8K 0.11% 77
2021
Q4 		$225K Hold
1,081
– – 0.09% 66
2021
Q3 		$212K Hold
1,081
– – 0.1% 70
2021
Q2 		$204K Buy
+1,081
New +$204K 0.1% 68
2020
Q3 		– Sell
-1,404
Closed -$210K – 71
2020
Q2 		$210K Buy
+1,404
New +$198K 0.2% 66
2020
Q1 		– Sell
-1,330
Closed -$235K – 66
2019
Q4 		$235K Buy
+1,330
New +$239K 0.17% 62

Other funds holding GD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Aprio Wealth Management increased its General Dynamics (GD) stake by 7.6% in Q3 2026, buying an estimated $156K and bringing the position to 5,957 shares worth $1.98M. The position accounts for 0.09% of the portfolio, ranked #155.

Aprio Wealth Management first reported a position in GD in Q4 2019 and has held it in 24 quarters since. 1,383 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Aprio Wealth Management held 5,957 shares of General Dynamics worth $1.98M as of Q3 2026.
  • Aprio Wealth Management bought 421 General Dynamics shares in Q3 2026, an estimated $156K.
  • General Dynamics made up 0.09% of Aprio Wealth Management's portfolio in Q3 2026, its #155 holding.
  • Aprio Wealth Management first reported a position in General Dynamics in Q4 2019 and has held it in 24 quarters since.
  • 1,383 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.