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AssuredPartners Investment Advisors’s General Dynamics GD Stock Holding History

AssuredPartners Investment 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 		$1.43M Sell
4,056
-933
-19% -$331K 0.16% 146
2025
Q4 		$1.68M Buy
4,989
+1,307
+35% +$446K 0.25% 99
2025
Q3 		$1.26M Buy
3,682
+742
+25% +$234K 0.28% 68
2025
Q2 		$858K Sell
2,940
-1,875
-39% -$516K 0.21% 90
2025
Q1 		$1.31M Buy
4,815
+2,268
+89% +$589K 0.25% 104
2024
Q4 		$671K Buy
+2,547
New +$733K 0.13% 160

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

AssuredPartners Investment Advisors's GD Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its General Dynamics (GD) stake by 19% in Q1 2026, selling an estimated $331K and leaving 4,056 shares worth $1.43M. The position accounts for 0.16% of the portfolio, ranked #146.

AssuredPartners Investment Advisors first reported a position in GD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • AssuredPartners Investment Advisors held 4,056 shares of General Dynamics worth $1.43M as of Q1 2026.
  • AssuredPartners Investment Advisors sold 933 General Dynamics shares in Q1 2026, an estimated $331K.
  • General Dynamics made up 0.16% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #146 holding.
  • AssuredPartners Investment Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's General Dynamics position peaked at $1.68M in Q4 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.