CWM
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CCG Wealth Management’s General Dynamics GD Stock Holding History

CCG 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 		$270K Sell
763
-133
-15% -$45.6K 0.06% 123
2026
Q1 		$308K Buy
+896
New +$318K 0.08% 111

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 $3.38T AUM 44.17% 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

CCG Wealth Management's GD Position: Q2 2026 in Review

CCG Wealth Management reduced its General Dynamics (GD) stake by 15% in Q2 2026, selling an estimated $45.6K and leaving 763 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #123.

CCG Wealth Management first reported a position in GD in Q1 2026 and has held it in 2 quarters since. The position peaked at $308K in Q1 2026. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • CCG Wealth Management held 763 shares of General Dynamics worth $270K as of Q2 2026.
  • CCG Wealth Management sold 133 General Dynamics shares in Q2 2026, an estimated $45.6K.
  • General Dynamics made up 0.06% of CCG Wealth Management's portfolio in Q2 2026, its #123 holding.
  • CCG Wealth Management first reported a position in General Dynamics in Q1 2026 and has held it in 2 quarters since.
  • CCG Wealth Management's General Dynamics position peaked at $308K in Q1 2026.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.