BKM Wealth Management
GD icon

BKM Wealth Management’s General Dynamics GD Stock Holding History

BKM 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
Q3 		$1.93M Buy
5,803
+508
+10% +$189K 0.62% 47
2026
Q2 		$1.88M Sell
5,295
-1,128
-18% -$386K 0.66% 43
2026
Q1 		$2.2M Buy
6,423
+23
+0.4% +$8.16K 0.8% 37
2025
Q4 		$2.15M Sell
6,400
-320
-5% -$109K 0.79% 37
2025
Q3 		$2.29M Sell
6,720
-217
-3% -$68.4K 0.84% 33
2025
Q2 		$2.02M Sell
6,937
-37
-0.5% -$10.2K 0.79% 36
2025
Q1 		$1.9M Buy
6,974
+678
+11% +$176K 0.78% 40
2024
Q4 		$1.66M Sell
6,296
-234
-4% -$67.4K 0.68% 44
2024
Q3 		$1.97M Buy
6,530
+742
+13% +$218K 0.8% 34
2024
Q2 		$1.68M Buy
5,788
+152
+3% +$44.5K 0.81% 38
2024
Q1 		$1.59M Buy
5,636
+870
+18% +$233K 0.68% 43
2023
Q4 		$1.24M Buy
+4,766
New +$1.16M 0.53% 53

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BKM Wealth Management's GD Position: Q3 2026 in Review

BKM Wealth Management increased its General Dynamics (GD) stake by 9.6% in Q3 2026, buying an estimated $189K and bringing the position to 5,803 shares worth $1.93M. The position accounts for 0.62% of the portfolio, ranked #47.

BKM Wealth Management first reported a position in GD in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q3 2025. 1,912 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • BKM Wealth Management held 5,803 shares of General Dynamics worth $1.93M as of Q3 2026.
  • BKM Wealth Management bought 508 General Dynamics shares in Q3 2026, an estimated $189K.
  • General Dynamics made up 0.62% of BKM Wealth Management's portfolio in Q3 2026, its #47 holding.
  • BKM Wealth Management first reported a position in General Dynamics in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's General Dynamics position peaked at $2.29M in Q3 2025.
  • 1,912 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.