Atlantic Edge Private Wealth Management
GD icon

Atlantic Edge Private Wealth Management’s General Dynamics GD Stock Holding History

Atlantic Edge Private 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 		$19.2K Sell
58
-60
-51% -$22.3K ﹤0.01% 347
2026
Q2 		$41.8K Buy
118
+8
+7% +$2.74K 0.01% 266
2026
Q1 		$37.8K Hold
110
– – 0.01% 262
2025
Q4 		$37K Hold
110
– – 0.01% 251
2025
Q3 		$37.5K Hold
110
– – 0.01% 236
2025
Q2 		$32.1K Hold
110
– – 0.01% 244
2025
Q1 		$30K Hold
110
– – 0.01% 238
2024
Q4 		$29K Sell
110
-63
-36% -$18.1K 0.01% 237
2024
Q3 		$52.3K Buy
173
+63
+57% +$18.5K 0.02% 202
2024
Q2 		$31.9K Buy
110
+60
+120% +$17.6K 0.01% 224
2024
Q1 		$14.1K Hold
50
– – ﹤0.01% 283
2023
Q4 		$13K Buy
+50
New +$12.2K 0.01% 272

Other funds holding GD

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Atlantic Edge Private Wealth Management's GD Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management reduced its General Dynamics (GD) stake by 51% in Q3 2026, selling an estimated $22.3K and leaving 58 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Atlantic Edge Private Wealth Management first reported a position in GD in Q4 2023 and has held it in 12 quarters since. The position peaked at $52.3K in Q3 2024. 1,491 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Atlantic Edge Private Wealth Management held 58 shares of General Dynamics worth $19.2K as of Q3 2026.
  • Atlantic Edge Private Wealth Management sold 60 General Dynamics shares in Q3 2026, an estimated $22.3K.
  • General Dynamics made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #347 holding.
  • Atlantic Edge Private Wealth Management first reported a position in General Dynamics in Q4 2023 and has held it in 12 quarters since.
  • Atlantic Edge Private Wealth Management's General Dynamics position peaked at $52.3K in Q3 2024.
  • 1,491 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.