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Clearstead Advisors’s General Dynamics GD Stock Holding History

Clearstead 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 		$2.5M Sell
7,297
-1,747
-19% -$620K 0.02% 320
2025
Q4 		$3.04M Buy
9,044
+324
+4% +$110K 0.04% 266
2025
Q3 		$2.97M Buy
8,720
+548
+7% +$173K 0.04% 258
2025
Q2 		$2.38M Buy
8,172
+1,482
+22% +$408K 0.03% 286
2025
Q1 		$1.82M Buy
6,690
+269
+4% +$69.9K 0.03% 317
2024
Q4 		$1.69M Sell
6,421
-854
-12% -$246K 0.03% 319
2024
Q3 		$2.2M Buy
7,275
+2,312
+47% +$679K 0.03% 285
2024
Q2 		$1.44M Buy
4,963
+2,810
+131% +$823K 0.02% 325
2024
Q1 		$632K Buy
2,153
+187
+10% +$50K 0.03% 285
2023
Q4 		$511K Sell
1,966
-2,084
-51% -$508K 0.03% 308
2023
Q3 		$895K Buy
4,050
+2,335
+136% +$517K 0.03% 316
2023
Q2 		$369K Buy
1,715
+701
+69% +$151K 0.02% 337
2023
Q1 		$231K Buy
1,014
+147
+17% +$34K 0.02% 374
2022
Q4 		$215K Sell
867
-8
-0.9% -$1.95K 0.02% 370
2022
Q3 		$186K Sell
875
-18
-2% -$4.07K 0.02% 371
2022
Q2 		$198K Sell
893
-92
-9% -$21.2K 0.02% 379
2022
Q1 		$238K Hold
985
– – 0.02% 383
2021
Q4 		$205K Sell
985
-143
-13% -$28.9K 0.01% 385
2021
Q3 		$221K Buy
1,128
+578
+105% +$113K 0.02% 353
2021
Q2 		$104K Buy
550
+9
+2% +$1.7K 0.01% 443
2021
Q1 		$98K Sell
541
-56
-9% -$9.15K 0.01% 442
2020
Q4 		$89K Buy
597
+121
+25% +$17.7K 0.01% 436
2020
Q3 		$66K Buy
476
+109
+30% +$16.1K 0.01% 427
2020
Q2 		$55K Sell
367
-71
-16% -$10K 0.01% 422
2020
Q1 		$58K Buy
+438
New +$72.8K 0.01% 387
2017
Q4 		– Sell
-1,731
Closed -$356K – 237
2017
Q3 		$356K Sell
1,731
-70
-4% -$14K 0.05% 179
2017
Q2 		$357K Buy
+1,801
New +$353K 0.05% 170

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

Clearstead Advisors's GD Position: Q1 2026 in Review

Clearstead Advisors reduced its General Dynamics (GD) stake by 19% in Q1 2026, selling an estimated $620K and leaving 7,297 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #320.

Clearstead Advisors first reported a position in GD in Q2 2017 and has held it in 27 quarters since. The position peaked at $3.04M in Q4 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Clearstead Advisors held 7,297 shares of General Dynamics worth $2.5M as of Q1 2026.
  • Clearstead Advisors sold 1,747 General Dynamics shares in Q1 2026, an estimated $620K.
  • General Dynamics made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #320 holding.
  • Clearstead Advisors first reported a position in General Dynamics in Q2 2017 and has held it in 27 quarters since.
  • Clearstead Advisors's General Dynamics position peaked at $3.04M in Q4 2025.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.