CastleKeep Investment Advisors’s General Dynamics GD Stock Holding History

CastleKeep Investment 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	$1.05M	Buy	3,057 +168	+6%	+$59.6K	0.57%	50
2025 Q4	$973K	Sell	2,889 -95	-3%	-$32.4K	0.44%	65
2025 Q3	$1.02M	Sell	2,984 -1,616	-35%	-$509K	0.48%	56
2025 Q2	$1.34M	Sell	4,600 -247	-5%	-$68K	0.66%	42
2025 Q1	$1.32M	Buy	4,847 +820	+20%	+$213K	0.68%	48
2024 Q4	$1.06M	Sell	4,027 -27	-0.7%	-$7.77K	0.74%	60
2024 Q3	$1.23M	Sell	4,054 -75	-2%	-$22K	0.84%	35
2024 Q2	$1.2M	Sell	4,129 -13	-0.3%	-$3.81K	0.92%	21
2024 Q1	$1.17M	Sell	4,142 -770	-16%	-$206K	0.84%	27
2023 Q4	$1.28M	Buy	+4,912	New	+$1.2M	0.91%	24

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

CastleKeep Investment Advisors's GD Position: Q1 2026 in Review

CastleKeep Investment Advisors increased its General Dynamics (GD) stake by 5.8% in Q1 2026, buying an estimated $59.6K and bringing the position to 3,057 shares worth $1.05M. The position accounts for 0.57% of the portfolio, ranked #50.

CastleKeep Investment Advisors first reported a position in GD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q2 2025. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

CastleKeep Investment Advisors held 3,057 shares of General Dynamics worth $1.05M as of Q1 2026.
CastleKeep Investment Advisors bought 168 General Dynamics shares in Q1 2026, an estimated $59.6K.
General Dynamics made up 0.57% of CastleKeep Investment Advisors's portfolio in Q1 2026, its #50 holding.
CastleKeep Investment Advisors first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
CastleKeep Investment Advisors's General Dynamics position peaked at $1.34M in Q2 2025.
2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.