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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
Q2 		– Sell
-1,019
Closed -$350K – 303
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 $9.89B 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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's GD Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of General Dynamics (GD) in Q2 2026, closing a stake of 1,019 shares — an estimated $350K sold.

Beverly Hills Private Wealth first reported a position in GD in Q1 2023 and held it in 13 quarters. The position peaked at $780K in Q2 2023. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,019 General Dynamics shares in Q2 2026, an estimated $350K.
  • Beverly Hills Private Wealth first reported a position in General Dynamics in Q1 2023 and held it in 13 quarters.
  • Beverly Hills Private Wealth's General Dynamics position peaked at $780K in Q2 2023.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.