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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
Q2 		$248K Buy
701
+2
+0.3% +$685 0.2% 78
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 $9.89B 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

Clarion Wealth Managment Partners's GD Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its General Dynamics (GD) stake by 0.29% in Q2 2026, buying an estimated $685 and bringing the position to 701 shares worth $248K. The position accounts for 0.2% of the portfolio, ranked #78.

Clarion Wealth Managment Partners first reported a position in GD in Q2 2025 and has held it in 5 quarters since. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Clarion Wealth Managment Partners held 701 shares of General Dynamics worth $248K as of Q2 2026.
  • Clarion Wealth Managment Partners bought 2 General Dynamics shares in Q2 2026, an estimated $685.
  • General Dynamics made up 0.2% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #78 holding.
  • Clarion Wealth Managment Partners first reported a position in General Dynamics in Q2 2025 and has held it in 5 quarters since.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.