Bogart Wealth LLC’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Buy |
31,188
+565
| +2% | +$200K | 0.41% | 55 |
|
|
2025
Q4 | $10.3M | Sell |
30,623
-267
| -0.9% | -$91.1K | 0.41% | 58 |
|
|
2025
Q3 | $10.5M | Buy |
30,890
+235
| +0.8% | +$74.1K | 0.43% | 56 |
|
|
2025
Q2 | $8.94M | Buy |
30,655
+409
| +1% | +$113K | 0.38% | 60 |
|
|
2025
Q1 | $8.24M | Buy |
30,246
+541
| +2% | +$141K | 0.39% | 61 |
|
|
2024
Q4 | $7.83M | Buy |
29,705
+9,759
| +49% | +$2.81M | 0.37% | 66 |
|
|
2024
Q3 | $6.03M | Buy |
19,946
+161
| +0.8% | +$47.3K | 0.29% | 88 |
|
|
2024
Q2 | $5.74M | Sell |
19,785
-11,756
| -37% | -$3.44M | 0.29% | 83 |
|
|
2024
Q1 | $8.91M | Buy |
31,541
+1,052
| +3% | +$281K | 0.46% | 52 |
|
|
2023
Q4 | $7.92M | Sell |
30,489
-92
| -0.3% | -$22.4K | 0.45% | 52 |
|
|
2023
Q3 | $6.76M | Buy |
30,581
+940
| +3% | +$208K | 0.42% | 57 |
|
|
2023
Q2 | $6.38M | Buy |
29,641
+1,568
| +6% | +$338K | 0.4% | 61 |
|
|
2023
Q1 | $6.41M | Buy |
28,073
+2,715
| +11% | +$627K | 0.43% | 57 |
|
|
2022
Q4 | $6.29M | Buy |
25,358
+3,808
| +18% | +$929K | 0.44% | 49 |
|
|
2022
Q3 | $4.57M | Buy |
21,550
+3,642
| +20% | +$823K | 0.38% | 52 |
|
|
2022
Q2 | $3.96M | Buy |
17,908
+2,946
| +20% | +$678K | 0.35% | 62 |
|
|
2022
Q1 | $3.61M | Sell |
14,962
-40
| -0.3% | -$8.88K | 0.31% | 71 |
|
|
2021
Q4 | $3.13M | Buy |
15,002
+1,922
| +15% | +$388K | 0.28% | 71 |
|
|
2021
Q3 | $2.56M | Buy |
13,080
+2,172
| +20% | +$425K | 0.26% | 69 |
|
|
2021
Q2 | $2.05M | Buy |
10,908
+1,970
| +22% | +$371K | 0.22% | 76 |
|
|
2021
Q1 | $1.62M | Buy |
8,938
+2,553
| +40% | +$417K | 0.23% | 80 |
|
|
2020
Q4 | $950K | Buy |
6,385
+806
| +14% | +$118K | 0.18% | 94 |
|
|
2020
Q3 | $772K | Buy |
5,579
+180
| +3% | +$26.6K | 0.17% | 82 |
|
|
2020
Q2 | $807K | Buy |
5,399
+630
| +13% | +$89K | 0.19% | 71 |
|
|
2020
Q1 | $631K | Buy |
4,769
+415
| +10% | +$68.9K | 0.17% | 75 |
|
|
2019
Q4 | $768K | Buy |
4,354
+4,336
| +24,089% | +$778K | 0.25% | 66 |
|
|
2019
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 321 |
|
|
2019
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 301 |
|
|
2019
Q1 | $3K | Sell |
18
-10
| -36% | -$1.69K | ﹤0.01% | 300 |
|
|
2018
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 290 |
|
|
2018
Q3 | $6K | Buy |
28
+10
| +56% | +$1.96K | ﹤0.01% | 257 |
|
|
2018
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 302 |
|
|
2018
Q1 | $4K | Sell |
18
-7
| -28% | -$1.52K | ﹤0.01% | 288 |
|
|
2017
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 280 |
|
|
2017
Q3 | $5K | Buy |
+25
| New | +$5.01K | ﹤0.01% | 276 |
|
Other funds holding GD
LAMI
VCM
VPM
Bogart Wealth LLC's GD Position: Q1 2026 in Review
Bogart Wealth LLC increased its General Dynamics (GD) stake by 1.8% in Q1 2026, buying an estimated $200K and bringing the position to 31,188 shares worth $10.7M. The position accounts for 0.41% of the portfolio, ranked #55.
Bogart Wealth LLC first reported a position in GD in Q3 2017 and has held it in 35 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.
- Bogart Wealth LLC held 31,188 shares of General Dynamics worth $10.7M as of Q1 2026.
- Bogart Wealth LLC bought 565 General Dynamics shares in Q1 2026, an estimated $200K.
- General Dynamics made up 0.41% of Bogart Wealth LLC's portfolio in Q1 2026, its #55 holding.
- Bogart Wealth LLC first reported a position in General Dynamics in Q3 2017 and has held it in 35 quarters since.
- 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.