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Arkadios Wealth Advisors’s General Dynamics GD Stock Holding History

Arkadios 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 		$5.13M Sell
14,936
-803
-5% -$285K 0.08% 258
2025
Q4 		$5.3M Buy
15,739
+3,732
+31% +$1.27M 0.1% 213
2025
Q3 		$4.09M Sell
12,007
-11,715
-49% -$3.69M 0.1% 224
2025
Q2 		$6.92M Buy
23,722
+1,564
+7% +$430K 0.2% 110
2025
Q1 		$6.04M Buy
22,158
+1,959
+10% +$509K 0.23% 98
2024
Q4 		$5.32M Buy
20,199
+2,323
+13% +$669K 0.29% 73
2024
Q3 		$5.4M Buy
17,876
+675
+4% +$198K 0.31% 65
2024
Q2 		$4.99M Buy
17,201
+7
+0% +$2.05K 0.34% 57
2024
Q1 		$4.86M Sell
17,194
-2,750
-14% -$735K 0.38% 55
2023
Q4 		$5.18M Sell
19,944
-2,115
-10% -$516K 0.44% 44
2023
Q3 		$4.87M Buy
22,059
+9,663
+78% +$2.14M 0.46% 48
2023
Q2 		$2.67M Sell
12,396
-9
-0.1% -$1.94K 0.31% 76
2023
Q1 		$2.83M Buy
12,405
+1,050
+9% +$243K 0.34% 76
2022
Q4 		$2.82M Buy
11,355
+1,005
+10% +$245K 0.37% 76
2022
Q3 		$2.2M Buy
10,350
+1,713
+20% +$387K 0.33% 79
2022
Q2 		$1.91M Buy
8,637
+1,855
+27% +$427K 0.28% 92
2022
Q1 		$1.64M Buy
6,782
+3,237
+91% +$719K 0.21% 121
2021
Q4 		$739K Buy
3,545
+1,796
+103% +$363K 0.1% 240
2021
Q3 		$343K Sell
1,749
-1,269
-42% -$248K 0.05% 371
2021
Q2 		$568K Buy
3,018
+104
+4% +$19.6K 0.07% 297
2021
Q1 		$529K Buy
2,914
+1,093
+60% +$179K 0.09% 239
2020
Q4 		$271K Buy
1,821
+1,127
+162% +$165K 0.06% 275
2020
Q3 		$98.7K Buy
694
+56
+9% +$8.27K 0.05% 293
2020
Q2 		$91.5K Buy
638
+90
+16% +$12.7K 0.05% 270
2020
Q1 		$72.5K Sell
548
-14
-2% -$2.33K 0.05% 285
2019
Q4 		$106K Buy
+562
New +$101K 0.06% 223

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

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

Arkadios Wealth Advisors reduced its General Dynamics (GD) stake by 5.1% in Q1 2026, selling an estimated $285K and leaving 14,936 shares worth $5.13M. The position accounts for 0.08% of the portfolio, ranked #258.

Arkadios Wealth Advisors first reported a position in GD in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.92M in Q2 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Arkadios Wealth Advisors held 14,936 shares of General Dynamics worth $5.13M as of Q1 2026.
  • Arkadios Wealth Advisors sold 803 General Dynamics shares in Q1 2026, an estimated $285K.
  • General Dynamics made up 0.08% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #258 holding.
  • Arkadios Wealth Advisors first reported a position in General Dynamics in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's General Dynamics position peaked at $6.92M in Q2 2025.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

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