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Beacon Pointe Advisors’s General Dynamics GD Stock Holding History

Beacon Pointe 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 		$2.57M Buy
7,474
+964
+15% +$342K 0.01% 658
2025
Q4 		$2.19M Sell
6,510
-221
-3% -$75.4K 0.02% 580
2025
Q3 		$2.3M Buy
6,731
+967
+17% +$305K 0.02% 522
2025
Q2 		$1.68M Sell
5,764
-19,703
-77% -$5.42M 0.02% 521
2025
Q1 		$6.94M Buy
25,467
+19,428
+322% +$5.05M 0.08% 227
2024
Q4 		$1.59M Buy
6,039
+420
+7% +$121K 0.02% 512
2024
Q3 		$1.7M Sell
5,619
-3,711
-40% -$1.09M 0.02% 501
2024
Q2 		$2.71M Buy
9,330
+767
+9% +$225K 0.03% 417
2024
Q1 		$2.42M Sell
8,563
-1,650
-16% -$441K 0.03% 447
2023
Q4 		$2.65M Sell
10,213
-21,779
-68% -$5.31M 0.03% 418
2023
Q3 		$7.07M Buy
31,992
+22,427
+234% +$4.96M 0.09% 206
2023
Q2 		$2.06M Sell
9,565
-212
-2% -$45.7K 0.03% 367
2023
Q1 		$2.23M Buy
9,777
+51
+0.5% +$11.8K 0.04% 370
2022
Q4 		$2.41M Buy
9,726
+2,624
+37% +$640K 0.05% 320
2022
Q3 		$1.51M Buy
7,102
+4,095
+136% +$925K 0.03% 375
2022
Q2 		$665K Sell
3,007
-37,838
-93% -$8.71M 0.01% 576
2022
Q1 		$9.85M Buy
40,845
+33,108
+428% +$7.35M 0.14% 156
2021
Q4 		$1.61M Buy
7,737
+3,882
+101% +$784K 0.04% 288
2021
Q3 		$756K Sell
3,855
-3,384
-47% -$662K 0.02% 454
2021
Q2 		$1.36M Buy
7,239
+4,319
+148% +$814K 0.05% 278
2021
Q1 		$530K Buy
2,920
+1,522
+109% +$249K 0.03% 288
2020
Q4 		$208K Buy
+1,398
New +$204K 0.01% 463

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

Beacon Pointe Advisors's GD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its General Dynamics (GD) stake by 15% in Q1 2026, buying an estimated $342K and bringing the position to 7,474 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #658.

Beacon Pointe Advisors first reported a position in GD in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.85M in Q1 2022. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Beacon Pointe Advisors held 7,474 shares of General Dynamics worth $2.57M as of Q1 2026.
  • Beacon Pointe Advisors bought 964 General Dynamics shares in Q1 2026, an estimated $342K.
  • General Dynamics made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #658 holding.
  • Beacon Pointe Advisors first reported a position in General Dynamics in Q4 2020 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's General Dynamics position peaked at $9.85M in Q1 2022.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.