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Capital Performance Advisors’s General Dynamics GD Stock Holding History

Capital Performance Advisors’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 		$528K Buy
1,539
+52
+3% +$18.4K 0.04% 217
2025
Q4 		$501K Buy
1,487
+374
+34% +$128K 0.04% 215
2025
Q3 		$379K Buy
+1,113
New +$351K 0.06% 172
2024
Q4 		– Sell
-235
Closed -$71K – 1119
2024
Q3 		$71K Buy
+235
New +$69.1K 0.02% 261

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

Capital Performance Advisors's GD Position: Q1 2026 in Review

Capital Performance Advisors increased its General Dynamics (GD) stake by 3.5% in Q1 2026, buying an estimated $18.4K and bringing the position to 1,539 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #217.

Capital Performance Advisors first reported a position in GD in Q3 2024 and has held it in 4 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Capital Performance Advisors held 1,539 shares of General Dynamics worth $528K as of Q1 2026.
  • Capital Performance Advisors bought 52 General Dynamics shares in Q1 2026, an estimated $18.4K.
  • General Dynamics made up 0.04% of Capital Performance Advisors's portfolio in Q1 2026, its #217 holding.
  • Capital Performance Advisors first reported a position in General Dynamics in Q3 2024 and has held it in 4 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.