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Claro Advisors’s General Dynamics GD Stock Holding History

Claro 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 		$688K Sell
2,005
-48
-2% -$17K 0.08% 190
2025
Q4 		$691K Buy
2,053
+467
+29% +$159K 0.09% 187
2025
Q3 		$541K Buy
1,586
+35
+2% +$11K 0.08% 210
2025
Q2 		$453K Sell
1,551
-2,024
-57% -$557K 0.07% 217
2025
Q1 		$974K Sell
3,575
-194
-5% -$50.4K 0.13% 148
2024
Q4 		$993K Sell
3,769
-1,030
-21% -$297K 0.13% 140
2024
Q3 		$1.45M Buy
4,799
+260
+6% +$76.4K 0.19% 109
2024
Q2 		$1.32M Sell
4,539
-686
-13% -$201K 0.21% 97
2024
Q1 		$1.48M Buy
5,225
+100
+2% +$26.7K 0.26% 79
2023
Q4 		$1.33M Buy
5,125
+135
+3% +$32.9K 0.29% 71
2023
Q3 		$1.1M Buy
4,990
+344
+7% +$76.1K 0.28% 83
2023
Q2 		$1,000K Buy
4,646
+193
+4% +$41.6K 0.25% 96
2023
Q1 		$1.02M Buy
4,453
+240
+6% +$55.5K 0.3% 80
2022
Q4 		$1.05M Buy
4,213
+457
+12% +$111K 0.34% 77
2022
Q3 		$831K Hold
3,756
– – 0.33% 75
2022
Q2 		$831K Buy
3,756
+577
+18% +$133K 0.33% 75
2022
Q1 		$663K Hold
3,179
– – 0.24% 112
2021
Q4 		$663K Buy
3,179
+94
+3% +$19K 0.24% 112
2021
Q3 		$605K Buy
3,085
+159
+5% +$31.1K 0.25% 110
2021
Q2 		$551K Sell
2,926
-82
-3% -$15.5K 0.25% 118
2021
Q1 		$546K Buy
3,008
+271
+10% +$44.3K 0.28% 101
2020
Q4 		$407K Buy
2,737
+54
+2% +$7.89K 0.22% 130
2020
Q3 		$371K Buy
2,683
+20
+0.8% +$2.95K 0.24% 121
2020
Q2 		$398K Buy
2,663
+102
+4% +$14.4K 0.27% 109
2020
Q1 		$339K Buy
2,561
+312
+14% +$51.8K 0.32% 96
2019
Q4 		$397K Buy
2,249
+6
+0.3% +$1.08K 0.31% 91
2019
Q3 		$410K Buy
2,243
+33
+1% +$6.13K 0.36% 82
2019
Q2 		$402K Sell
2,210
-80
-3% -$13.8K 0.37% 83
2019
Q1 		$388K Buy
2,290
+969
+73% +$163K 0.38% 80
2018
Q4 		$270K Buy
+1,321
New +$237K 0.22% 102

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

Claro Advisors's GD Position: Q1 2026 in Review

Claro Advisors reduced its General Dynamics (GD) stake by 2.3% in Q1 2026, selling an estimated $17K and leaving 2,005 shares worth $688K. The position accounts for 0.08% of the portfolio, ranked #190.

Claro Advisors first reported a position in GD in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.48M in Q1 2024. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Claro Advisors held 2,005 shares of General Dynamics worth $688K as of Q1 2026.
  • Claro Advisors sold 48 General Dynamics shares in Q1 2026, an estimated $17K.
  • General Dynamics made up 0.08% of Claro Advisors's portfolio in Q1 2026, its #190 holding.
  • Claro Advisors first reported a position in General Dynamics in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's General Dynamics position peaked at $1.48M in Q1 2024.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.