Bruce G. Allen Investments’s General Dynamics GD Stock Holding History

Bruce G. Allen Investments’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	$97.5K	Sell	284 -201	-41%	-$71.3K	0.06%	161
2025 Q4	$163K	Sell	485 -22	-4%	-$7.5K	0.11%	95
2025 Q3	$173K	Sell	507 -1	-0.2%	-$315	0.12%	91
2025 Q2	$148K	Sell	508 -7	-1%	-$1.93K	0.11%	102
2025 Q1	$140K	Sell	515 -111	-18%	-$28.9K	0.11%	104
2024 Q4	$165K	Sell	626 -77	-11%	-$22.2K	0.13%	88
2024 Q3	$212K	Buy	703 +7	+1%	+$2.06K	0.17%	72
2024 Q2	$202K	Sell	696 -81	-10%	-$23.7K	0.17%	69
2024 Q1	$219K	Sell	777 -25	-3%	-$6.69K	0.18%	71
2023 Q4	$208K	Buy	+802	New	+$196K	0.19%	72

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bruce G. Allen Investments's GD Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its General Dynamics (GD) stake by 41% in Q1 2026, selling an estimated $71.3K and leaving 284 shares worth $97.5K. The position accounts for 0.06% of the portfolio, ranked #161.

Bruce G. Allen Investments first reported a position in GD in Q4 2023 and has held it in 10 quarters since. The position peaked at $219K in Q1 2024. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Bruce G. Allen Investments held 284 shares of General Dynamics worth $97.5K as of Q1 2026.
Bruce G. Allen Investments sold 201 General Dynamics shares in Q1 2026, an estimated $71.3K.
General Dynamics made up 0.06% of Bruce G. Allen Investments's portfolio in Q1 2026, its #161 holding.
Bruce G. Allen Investments first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's General Dynamics position peaked at $219K in Q1 2024.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.