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Cassaday & Co Wealth Management’s General Dynamics GD Stock Holding History

Cassaday & Co 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
Q2 		$2.47M Sell
6,983
-174
-2% -$59.6K 0.05% 80
2026
Q1 		$2.46M Sell
7,157
-366
-5% -$130K 0.05% 75
2025
Q4 		$2.53M Sell
7,523
-41
-0.5% -$14K 0.05% 77
2025
Q3 		$2.58M Buy
7,564
+4
+0.1% +$1.26K 0.06% 73
2025
Q2 		$2.2M Buy
7,560
+598
+9% +$165K 0.06% 75
2025
Q1 		$1.9M Sell
6,962
-17
-0.2% -$4.42K 0.05% 79
2024
Q4 		$1.84M Sell
6,979
-98
-1% -$28.2K 0.05% 76
2024
Q3 		$2.14M Sell
7,077
-23
-0.3% -$6.76K 0.06% 67
2024
Q2 		$2.06M Buy
7,100
+102
+1% +$29.9K 0.06% 64
2024
Q1 		$1.98M Buy
6,998
+59
+0.9% +$15.8K 0.06% 65
2023
Q4 		$1.8M Sell
6,939
-139
-2% -$33.9K 0.06% 63
2023
Q3 		$1.56M Sell
7,078
-437
-6% -$96.7K 0.07% 64
2023
Q2 		$1.62M Sell
7,515
-578
-7% -$125K 0.06% 65
2023
Q1 		$1.85M Hold
8,093
– – 0.08% 54
2022
Q4 		$2.01M Buy
+8,093
New +$1.97M 0.09% 50

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassaday & Co Wealth Management's GD Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its General Dynamics (GD) stake by 2.4% in Q2 2026, selling an estimated $59.6K and leaving 6,983 shares worth $2.47M. The position accounts for 0.05% of the portfolio, ranked #80.

Cassaday & Co Wealth Management first reported a position in GD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q3 2025. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Cassaday & Co Wealth Management held 6,983 shares of General Dynamics worth $2.47M as of Q2 2026.
  • Cassaday & Co Wealth Management sold 174 General Dynamics shares in Q2 2026, an estimated $59.6K.
  • General Dynamics made up 0.05% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Cassaday & Co Wealth Management first reported a position in General Dynamics in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's General Dynamics position peaked at $2.58M in Q3 2025.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.