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 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 $9.56B 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

Cassaday & Co Wealth Management's GD Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its General Dynamics (GD) stake by 4.9% in Q1 2026, selling an estimated $130K and leaving 7,157 shares worth $2.46M. The position accounts for 0.05% of the portfolio, ranked #75.

Cassaday & Co Wealth Management first reported a position in GD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.58M in Q3 2025. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Cassaday & Co Wealth Management held 7,157 shares of General Dynamics worth $2.46M as of Q1 2026.
Cassaday & Co Wealth Management sold 366 General Dynamics shares in Q1 2026, an estimated $130K.
General Dynamics made up 0.05% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #75 holding.
Cassaday & Co Wealth Management first reported a position in General Dynamics in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's General Dynamics position peaked at $2.58M in Q3 2025.
2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.