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Balboa Wealth Partners’s General Dynamics GD Stock Holding History

Balboa Wealth Partners’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 		$954K Buy
2,694
+22
+0.8% +$7.54K 0.13% 134
2026
Q1 		$917K Buy
2,672
+841
+46% +$298K 0.15% 114
2025
Q4 		$616K Buy
1,831
+83
+5% +$28.3K 0.1% 159
2025
Q3 		$596K Buy
1,748
+295
+20% +$93K 0.1% 160
2025
Q2 		$424K Buy
1,453
+142
+11% +$39.1K 0.09% 184
2025
Q1 		$357K Buy
1,311
+518
+65% +$135K 0.09% 169
2024
Q4 		$209K Buy
793
+91
+13% +$26.2K 0.05% 272
2024
Q3 		$212K Buy
+702
New +$206K 0.05% 257

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

Balboa Wealth Partners's GD Position: Q2 2026 in Review

Balboa Wealth Partners increased its General Dynamics (GD) stake by 0.82% in Q2 2026, buying an estimated $7.54K and bringing the position to 2,694 shares worth $954K. The position accounts for 0.13% of the portfolio, ranked #134.

Balboa Wealth Partners first reported a position in GD in Q3 2024 and has held it in 8 quarters since. 2,219 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Balboa Wealth Partners held 2,694 shares of General Dynamics worth $954K as of Q2 2026.
  • Balboa Wealth Partners bought 22 General Dynamics shares in Q2 2026, an estimated $7.54K.
  • General Dynamics made up 0.13% of Balboa Wealth Partners's portfolio in Q2 2026, its #134 holding.
  • Balboa Wealth Partners first reported a position in General Dynamics in Q3 2024 and has held it in 8 quarters since.
  • 2,219 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.