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Beverly Hills Private Wealth’s General Dynamics GD Stock Holding History

Beverly Hills Private Wealth’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 		$350K Sell
1,019
-6
-0.6% -$2.13K 0.06% 236
2025
Q4 		$345K Buy
1,025
+4
+0.4% +$1.36K 0.06% 229
2025
Q3 		$348K Sell
1,021
-125
-11% -$39.4K 0.06% 239
2025
Q2 		$334K Sell
1,146
-149
-12% -$41K 0.06% 242
2025
Q1 		$353K Buy
1,295
+47
+4% +$12.2K 0.07% 232
2024
Q4 		$329K Sell
1,248
-38
-3% -$10.9K 0.07% 239
2024
Q3 		$388K Sell
1,286
-162
-11% -$47.6K 0.08% 220
2024
Q2 		$420K Sell
1,448
-211
-13% -$61.8K 0.09% 207
2024
Q1 		$469K Sell
1,659
-106
-6% -$28.3K 0.11% 203
2023
Q4 		$458K Sell
1,765
-32
-2% -$7.81K 0.12% 183
2023
Q3 		$397K Sell
1,797
-1,684
-48% -$373K 0.12% 185
2023
Q2 		$780K Buy
3,481
+2,595
+293% +$560K 0.13% 173
2023
Q1 		$202K Buy
+886
New +$205K 0.06% 262

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

Beverly Hills Private Wealth's GD Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its General Dynamics (GD) stake by 0.59% in Q1 2026, selling an estimated $2.13K and leaving 1,019 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #236.

Beverly Hills Private Wealth first reported a position in GD in Q1 2023 and has held it in 13 quarters since. The position peaked at $780K in Q2 2023. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Beverly Hills Private Wealth held 1,019 shares of General Dynamics worth $350K as of Q1 2026.
  • Beverly Hills Private Wealth sold 6 General Dynamics shares in Q1 2026, an estimated $2.13K.
  • General Dynamics made up 0.06% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #236 holding.
  • Beverly Hills Private Wealth first reported a position in General Dynamics in Q1 2023 and has held it in 13 quarters since.
  • Beverly Hills Private Wealth's General Dynamics position peaked at $780K in Q2 2023.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.