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Arete Wealth Advisors’s General Dynamics GD Stock Holding History

Arete Wealth Advisors’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 		– Sell
-11,818
Closed -$3.98M – 469
2025
Q4 		$3.98M Buy
11,818
+6,185
+110% +$2.11M 0.24% 89
2025
Q3 		$1.92M Buy
5,633
+99
+2% +$31.2K 0.12% 173
2025
Q2 		$1.61M Buy
5,534
+177
+3% +$48.7K 0.11% 184
2025
Q1 		$1.46M Sell
5,357
-471
-8% -$122K 0.11% 186
2024
Q4 		$1.53M Buy
5,828
+1,800
+45% +$518K 0.11% 190
2024
Q3 		$1.21M Sell
4,028
-1,591
-28% -$468K 0.1% 195
2024
Q2 		$1.63M Buy
+5,619
New +$1.65M 0.13% 157
2024
Q1 		– Sell
-5,752
Closed -$1.49M – 500
2023
Q4 		$1.49M Sell
5,752
-220
-4% -$53.7K 0.11% 180
2023
Q3 		$1.32M Buy
5,972
+2,524
+73% +$558K 0.23% 99
2023
Q2 		$742K Buy
3,448
+334
+11% +$72.1K 0.07% 278
2023
Q1 		$711K Buy
3,114
+416
+15% +$96.1K 0.06% 276
2022
Q4 		$669M Buy
2,698
+406
+18% +$99K 0.06% 274
2022
Q3 		$486K Buy
2,292
+357
+18% +$80.7K 0.05% 306
2022
Q2 		$428K Buy
1,935
+14
+0.7% +$3.22K 0.04% 273
2022
Q1 		$463K Buy
1,921
+219
+13% +$48.6K 0.04% 297
2021
Q4 		$354K Buy
1,702
+343
+25% +$69.3K 0.03% 351
2021
Q3 		$266K Buy
+1,359
New +$266K 0.03% 346

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

Arete Wealth Advisors's GD Position: Q1 2026 in Review

Arete Wealth Advisors sold out of General Dynamics (GD) in Q1 2026, closing a stake of 11,818 shares — an estimated $3.98M sold.

Arete Wealth Advisors first reported a position in GD in Q3 2021 and held it in 17 quarters. The position peaked at $669M in Q4 2022. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Arete Wealth Advisors reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,818 General Dynamics shares in Q1 2026, an estimated $3.98M.
  • Arete Wealth Advisors first reported a position in General Dynamics in Q3 2021 and held it in 17 quarters.
  • Arete Wealth Advisors's General Dynamics position peaked at $669M in Q4 2022.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.