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Clarion Wealth Managment Partners’s General Dynamics GD Stock Holding History

Clarion Wealth Managment Partners’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 		$240K Buy
699
+1
+0.1% +$355 0.22% 75
2025
Q4 		$235K Sell
698
-8
-1% -$2.73K 0.22% 76
2025
Q3 		$241K Buy
706
+2
+0.3% +$630 0.24% 72
2025
Q2 		$205K Buy
+704
New +$194K 0.22% 78

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clarion Wealth Managment Partners's GD Position: Q1 2026 in Review

Clarion Wealth Managment Partners increased its General Dynamics (GD) stake by 0.14% in Q1 2026, buying an estimated $355 and bringing the position to 699 shares worth $240K. The position accounts for 0.22% of the portfolio, ranked #75.

Clarion Wealth Managment Partners first reported a position in GD in Q2 2025 and has held it in 4 quarters since. The position peaked at $241K in Q3 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Clarion Wealth Managment Partners held 699 shares of General Dynamics worth $240K as of Q1 2026.
  • Clarion Wealth Managment Partners bought 1 General Dynamics share in Q1 2026, an estimated $355.
  • General Dynamics made up 0.22% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #75 holding.
  • Clarion Wealth Managment Partners first reported a position in General Dynamics in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's General Dynamics position peaked at $241K in Q3 2025.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.