Atlantic Private Wealth’s General Dynamics GD Stock Holding History

Atlantic Private Wealth’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	$115K	Sell	336 -4	-1%	-$1.42K	0.08%	82
2025 Q4	$115K	Buy	340 +5	+1%	+$1.71K	0.07%	78
2025 Q3	$114K	Buy	335 +1	+0.3%	+$315	0.07%	73
2025 Q2	$97.5K	Sell	334 -5	-1%	-$1.38K	0.07%	79
2025 Q1	$92.5K	Buy	339 +1	+0.3%	+$260	0.07%	83
2024 Q4	$89.1K	Buy	338 +1	+0.3%	+$288	0.07%	66
2024 Q3	$102K	Buy	337 +126	+60%	+$37K	0.08%	60
2024 Q2	$61.3K	Buy	211 +1	+0.5%	+$293	0.05%	61
2024 Q1	$59.4K	Buy	210 +1	+0.5%	+$267	0.05%	63
2023 Q4	$54.3K	Buy	209 +1	+0.5%	+$244	0.05%	64
2023 Q3	$45.9K	Buy	208 +1	+0.5%	+$221	0.05%	57
2023 Q2	$44.5K	Buy	207 +2	+1%	+$432	0.05%	63
2023 Q1	$46.9K	Buy	+205	New	+$47.4K	0.05%	49

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlantic Private Wealth's GD Position: Q1 2026 in Review

Atlantic Private Wealth reduced its General Dynamics (GD) stake by 1.2% in Q1 2026, selling an estimated $1.42K and leaving 336 shares worth $115K. The position accounts for 0.08% of the portfolio, ranked #82.

Atlantic Private Wealth first reported a position in GD in Q1 2023 and has held it in 13 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Atlantic Private Wealth held 336 shares of General Dynamics worth $115K as of Q1 2026.
Atlantic Private Wealth sold 4 General Dynamics shares in Q1 2026, an estimated $1.42K.
General Dynamics made up 0.08% of Atlantic Private Wealth's portfolio in Q1 2026, its #82 holding.
Atlantic Private Wealth first reported a position in General Dynamics in Q1 2023 and has held it in 13 quarters since.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.