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Barnes Wealth Management Group’s General Dynamics GD Stock Holding History

Barnes Wealth Management Group’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 		$258K Buy
753
+5
+0.7% +$1.77K 0.13% 154
2025
Q4 		$252K Sell
748
-11
-1% -$3.75K 0.13% 148
2025
Q3 		$259K Buy
759
+9
+1% +$2.84K 0.14% 138
2025
Q2 		$219K Buy
+750
New +$206K 0.13% 146

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

Barnes Wealth Management Group's GD Position: Q1 2026 in Review

Barnes Wealth Management Group increased its General Dynamics (GD) stake by 0.67% in Q1 2026, buying an estimated $1.77K and bringing the position to 753 shares worth $258K. The position accounts for 0.13% of the portfolio, ranked #154.

Barnes Wealth Management Group first reported a position in GD in Q2 2025 and has held it in 4 quarters since. The position peaked at $259K in Q3 2025. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Barnes Wealth Management Group held 753 shares of General Dynamics worth $258K as of Q1 2026.
  • Barnes Wealth Management Group bought 5 General Dynamics shares in Q1 2026, an estimated $1.77K.
  • General Dynamics made up 0.13% of Barnes Wealth Management Group's portfolio in Q1 2026, its #154 holding.
  • Barnes Wealth Management Group first reported a position in General Dynamics in Q2 2025 and has held it in 4 quarters since.
  • Barnes Wealth Management Group's General Dynamics position peaked at $259K in Q3 2025.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.