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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
Q2 		$307K Sell
866
-9
-1% -$3.08K 0.12% 104
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 $9.89B 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

Beta Wealth Group's GD Position: Q2 2026 in Review

Beta Wealth Group reduced its General Dynamics (GD) stake by 1% in Q2 2026, selling an estimated $3.08K and leaving 866 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #104.

Beta Wealth Group first reported a position in GD in Q4 2023 and has held it in 11 quarters since. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Beta Wealth Group held 866 shares of General Dynamics worth $307K as of Q2 2026.
  • Beta Wealth Group sold 9 General Dynamics shares in Q2 2026, an estimated $3.08K.
  • General Dynamics made up 0.12% of Beta Wealth Group's portfolio in Q2 2026, its #104 holding.
  • Beta Wealth Group first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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