Avantra Family Wealth’s General Dynamics GD Stock Holding History

Avantra Family 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	$249K	Hold	726	–	–	0.19%	147
2025 Q4	$244K	Hold	726	–	–	0.18%	144
2025 Q3	$248K	Hold	726	–	–	0.19%	142
2025 Q2	$212K	Sell	726 -25	-3%	-$6.88K	0.17%	128
2025 Q1	$205K	Buy	+751	New	+$195K	0.2%	145

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

Avantra Family Wealth's GD Position: Q1 2026 in Review

Avantra Family Wealth held its General Dynamics (GD) position steady in Q1 2026 at 726 shares worth $249K. The position accounts for 0.19% of the portfolio, ranked #147.

Avantra Family Wealth first reported a position in GD in Q1 2025 and has held it in 5 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Avantra Family Wealth held 726 shares of General Dynamics worth $249K as of Q1 2026.
Avantra Family Wealth left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.19% of Avantra Family Wealth's portfolio in Q1 2026, its #147 holding.
Avantra Family Wealth first reported a position in General Dynamics in Q1 2025 and has held it in 5 quarters since.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.