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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
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 $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balboa Wealth Partners's GD Position: Q1 2026 in Review

Balboa Wealth Partners increased its General Dynamics (GD) stake by 46% in Q1 2026, buying an estimated $298K and bringing the position to 2,672 shares worth $917K. The position accounts for 0.15% of the portfolio, ranked #114.

Balboa Wealth Partners first reported a position in GD in Q3 2024 and has held it in 7 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Balboa Wealth Partners held 2,672 shares of General Dynamics worth $917K as of Q1 2026.
  • Balboa Wealth Partners bought 841 General Dynamics shares in Q1 2026, an estimated $298K.
  • General Dynamics made up 0.15% of Balboa Wealth Partners's portfolio in Q1 2026, its #114 holding.
  • Balboa Wealth Partners first reported a position in General Dynamics in Q3 2024 and has held it in 7 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.