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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
Q2 		$264K Sell
744
-9
-1% -$3.08K 0.12% 155
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 $9.89B 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

Barnes Wealth Management Group's GD Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its General Dynamics (GD) stake by 1.2% in Q2 2026, selling an estimated $3.08K and leaving 744 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #155.

Barnes Wealth Management Group first reported a position in GD in Q2 2025 and has held it in 5 quarters since. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Barnes Wealth Management Group held 744 shares of General Dynamics worth $264K as of Q2 2026.
  • Barnes Wealth Management Group sold 9 General Dynamics shares in Q2 2026, an estimated $3.08K.
  • General Dynamics made up 0.12% of Barnes Wealth Management Group's portfolio in Q2 2026, its #155 holding.
  • Barnes Wealth Management Group first reported a position in General Dynamics in Q2 2025 and has held it in 5 quarters since.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.