AFW
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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
Q2 		$257K Hold
726
– – 0.16% 154
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 $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantra Family Wealth's GD Position: Q2 2026 in Review

Avantra Family Wealth held its General Dynamics (GD) position steady in Q2 2026 at 726 shares worth $257K. The position accounts for 0.16% of the portfolio, ranked #154.

Avantra Family Wealth first reported a position in GD in Q1 2025 and has held it in 6 quarters since. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Avantra Family Wealth held 726 shares of General Dynamics worth $257K as of Q2 2026.
  • Avantra Family Wealth left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.16% of Avantra Family Wealth's portfolio in Q2 2026, its #154 holding.
  • Avantra Family Wealth first reported a position in General Dynamics in Q1 2025 and has held it in 6 quarters since.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.