BWG
GD icon

Beta Wealth Group’s General Dynamics GD Stock Holding History

Beta Wealth 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 		$300K Sell
875
-4
-0.5% -$1.42K 0.12% 100
2025
Q4 		$296K Hold
879
– – 0.12% 104
2025
Q3 		$300K Sell
879
-3
-0.3% -$946 0.12% 105
2025
Q2 		$257K Buy
882
+80
+10% +$22K 0.09% 95
2025
Q1 		$219K Hold
802
– – 0.08% 98
2024
Q4 		$211K Hold
802
– – 0.09% 103
2024
Q3 		$242K Hold
802
– – 0.11% 94
2024
Q2 		$233K Hold
802
– – 0.11% 94
2024
Q1 		$227K Hold
802
– – 0.11% 93
2023
Q4 		$208K Buy
+802
New +$196K 0.11% 102

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

Beta Wealth Group's GD Position: Q1 2026 in Review

Beta Wealth Group reduced its General Dynamics (GD) stake by 0.46% in Q1 2026, selling an estimated $1.42K and leaving 875 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #100.

Beta Wealth Group first reported a position in GD in Q4 2023 and has held it in 10 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Beta Wealth Group held 875 shares of General Dynamics worth $300K as of Q1 2026.
  • Beta Wealth Group sold 4 General Dynamics shares in Q1 2026, an estimated $1.42K.
  • General Dynamics made up 0.12% of Beta Wealth Group's portfolio in Q1 2026, its #100 holding.
  • Beta Wealth Group first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.