CWWM
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Clear Wave Wealth Management’s General Dynamics GD Stock Holding History

Clear Wave 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 		$246K Sell
694
-63
-8% -$21.6K 0.05% 163
2026
Q1 		$260K Buy
+757
New +$269K 0.06% 134

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

Clear Wave Wealth Management's GD Position: Q2 2026 in Review

Clear Wave Wealth Management reduced its General Dynamics (GD) stake by 8.3% in Q2 2026, selling an estimated $21.6K and leaving 694 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #163.

Clear Wave Wealth Management first reported a position in GD in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 2,200 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Clear Wave Wealth Management held 694 shares of General Dynamics worth $246K as of Q2 2026.
  • Clear Wave Wealth Management sold 63 General Dynamics shares in Q2 2026, an estimated $21.6K.
  • General Dynamics made up 0.05% of Clear Wave Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Clear Wave Wealth Management first reported a position in General Dynamics in Q1 2026 and has held it in 2 quarters since.
  • Clear Wave Wealth Management's General Dynamics position peaked at $260K in Q1 2026.
  • 2,200 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.