CM Wealth Advisors’s General Dynamics GD Stock Holding History

CM Wealth 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 Q2	$249K	Buy	+702	New	+$240K	0.04%	164
2024 Q1	–	Sell	-7,822	Closed	-$2.03M	–	186
2023 Q4	$2.03M	Hold	7,822	–	–	0.87%	16
2023 Q3	$1.94M	Buy	7,822 +50	+0.6%	+$11.1K	0.75%	18
2023 Q2	$1.74M	Buy	+7,772	New	+$1.68M	0.57%	22
2023 Q1	–	Sell	-7,772	Closed	-$1.93M	–	420
2022 Q4	$1.93M	Sell	7,772 -62	-0.8%	-$15.1K	0.98%	14
2022 Q3	$1.66M	Hold	7,834	–	–	0.92%	14
2022 Q2	$1.74M	Buy	+7,834	New	+$1.8M	1.07%	16

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CM Wealth Advisors's GD Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in General Dynamics (GD) in Q2 2026: 702 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #164 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in GD as recently as Q4 2023.

CM Wealth Advisors first reported a position in GD in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2023. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

CM Wealth Advisors held 702 shares of General Dynamics worth $249K as of Q2 2026.
General Dynamics was a new CM Wealth Advisors position in Q2 2026.
General Dynamics made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #164 holding.
CM Wealth Advisors first reported a position in General Dynamics in Q2 2022 and has held it in 7 quarters since.
CM Wealth Advisors's General Dynamics position peaked at $2.03M in Q4 2023.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.