Ballast Advisors’s General Dynamics GD Stock Holding History

Ballast Advisors’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	$34.3K	Buy	+100	New	+$35.5K	0.01%	245

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

Ballast Advisors's GD Position: Q1 2026 in Review

Ballast Advisors opened a new position in General Dynamics (GD) in Q1 2026: 100 shares worth $34.3K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings.

2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Ballast Advisors held 100 shares of General Dynamics worth $34.3K as of Q1 2026.
General Dynamics was a new Ballast Advisors position in Q1 2026.
General Dynamics made up 0.01% of Ballast Advisors's portfolio in Q1 2026, its #245 holding.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.