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Capstone Wealth Management (Alabama)’s General Dynamics GD Stock Holding History

Capstone Wealth Management (Alabama)’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 		$320K Buy
964
+274
+40% +$102K 0.15% 109
2026
Q2 		$244K Buy
+690
New +$236K 0.11% 150

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s GD Position: Q3 2026 in Review

Capstone Wealth Management (Alabama) increased its General Dynamics (GD) stake by 40% in Q3 2026, buying an estimated $102K and bringing the position to 964 shares worth $320K. The position accounts for 0.15% of the portfolio, ranked #109.

Capstone Wealth Management (Alabama) first reported a position in GD in Q2 2026 and has held it in 2 quarters since. 1,491 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Capstone Wealth Management (Alabama) held 964 shares of General Dynamics worth $320K as of Q3 2026.
  • Capstone Wealth Management (Alabama) bought 274 General Dynamics shares in Q3 2026, an estimated $102K.
  • General Dynamics made up 0.15% of Capstone Wealth Management (Alabama)'s portfolio in Q3 2026, its #109 holding.
  • Capstone Wealth Management (Alabama) first reported a position in General Dynamics in Q2 2026 and has held it in 2 quarters since.
  • 1,491 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q3 2026, filed 2 Nov 2026.