Avidian Wealth Enterprises
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Avidian Wealth Enterprises’s General Dynamics GD Stock Holding History

Avidian Wealth Enterprises’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 		$2.5M Sell
7,533
-408
-5% -$151K 0.07% 185
2026
Q2 		$2.81M Buy
7,941
+371
+5% +$127K 0.08% 160
2026
Q1 		$2.6M Buy
7,570
+4,062
+116% +$1.44M 0.08% 158
2025
Q4 		$1.18M Buy
3,508
+77
+2% +$26.3K 0.04% 203
2025
Q3 		$1.17M Buy
3,431
+77
+2% +$24.3K 0.04% 199
2025
Q2 		$978K Sell
3,354
-55
-2% -$15.1K 0.04% 204
2025
Q1 		$929K Sell
3,409
-225
-6% -$58.5K 0.04% 204
2024
Q4 		$958K Buy
3,634
+65
+2% +$18.7K 0.04% 195
2024
Q3 		$1.08M Buy
3,569
+12
+0.3% +$3.53K 0.05% 178
2024
Q2 		$1.03M Buy
3,557
+411
+13% +$120K 0.04% 183
2024
Q1 		$889K Buy
3,146
+152
+5% +$40.7K 0.04% 186
2023
Q4 		$777K Sell
2,994
-56
-2% -$13.7K 0.05% 191
2023
Q3 		$674K Sell
3,050
-2,070
-40% -$458K 0.05% 205
2023
Q2 		$1.1M Sell
5,120
-2,009
-28% -$433K 0.07% 166
2023
Q1 		$1.63M Sell
7,129
-291
-4% -$67.2K 0.09% 154
2022
Q4 		$1.84M Sell
7,420
-221
-3% -$53.9K 0.12% 129
2022
Q3 		$1.62M Buy
7,641
+1,135
+17% +$256K 0.12% 118
2022
Q2 		$1.44M Buy
6,506
+1,359
+26% +$313K 0.1% 130
2022
Q1 		$1.24M Buy
5,147
+714
+16% +$159K 0.08% 164
2021
Q4 		$924K Buy
4,433
+44
+1% +$8.88K 0.06% 201
2021
Q3 		$860K Buy
4,389
+662
+18% +$130K 0.07% 143
2021
Q2 		$702K Buy
3,727
+372
+11% +$70.1K 0.05% 167
2021
Q1 		$609K Buy
3,355
+219
+7% +$35.8K 0.05% 178
2020
Q4 		$467K Buy
3,136
+1,616
+106% +$236K 0.04% 194
2020
Q3 		$210K Buy
+1,520
New +$224K 0.02% 263

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Avidian Wealth Enterprises's GD Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its General Dynamics (GD) stake by 5.1% in Q3 2026, selling an estimated $151K and leaving 7,533 shares worth $2.5M. The position accounts for 0.07% of the portfolio, ranked #185.

Avidian Wealth Enterprises first reported a position in GD in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.81M in Q2 2026. 1,688 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Avidian Wealth Enterprises held 7,533 shares of General Dynamics worth $2.5M as of Q3 2026.
  • Avidian Wealth Enterprises sold 408 General Dynamics shares in Q3 2026, an estimated $151K.
  • General Dynamics made up 0.07% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #185 holding.
  • Avidian Wealth Enterprises first reported a position in General Dynamics in Q3 2020 and has held it in 25 quarters since.
  • Avidian Wealth Enterprises's General Dynamics position peaked at $2.81M in Q2 2026.
  • 1,688 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.