BWM
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Bernard Wealth Management’s General Dynamics GD Stock Holding History

Bernard Wealth Management’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 		$380K Hold
1,074
– – 0.14% 51
2026
Q1 		$369K Sell
1,074
-1
-0.1% -$355 0.16% 48
2025
Q4 		$362K Sell
1,075
-50
-4% -$17.1K 0.15% 53
2025
Q3 		$384K Hold
1,125
– – 0.16% 49
2025
Q2 		$328K Sell
1,125
-9
-0.8% -$2.48K 0.15% 48
2025
Q1 		$309K Sell
1,134
-3,237
-74% -$841K 0.15% 49
2024
Q4 		$1.15M Buy
+4,371
New +$1.26M 0.54% 32

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

Bernard Wealth Management's GD Position: Q2 2026 in Review

Bernard Wealth Management held its General Dynamics (GD) position steady in Q2 2026 at 1,074 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #51.

Bernard Wealth Management first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2024. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Bernard Wealth Management held 1,074 shares of General Dynamics worth $380K as of Q2 2026.
  • Bernard Wealth Management left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.14% of Bernard Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Bernard Wealth Management first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's General Dynamics position peaked at $1.15M in Q4 2024.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.