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Concord Wealth Partners’s General Dynamics GD Stock Holding History

Concord Wealth 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
Q1 		– Sell
-37
Closed -$12.5K – 417
2025
Q4 		$12.5K Hold
37
– – ﹤0.01% 507
2025
Q3 		$12.6K Sell
37
-587
-94% -$185K ﹤0.01% 510
2025
Q2 		$182K Buy
624
+144
+30% +$39.6K 0.03% 210
2025
Q1 		$131K Sell
480
-35
-7% -$9.1K 0.02% 219
2024
Q4 		$136K Hold
515
– – 0.02% 225
2024
Q3 		$156K Buy
515
+17
+3% +$5K 0.03% 223
2024
Q2 		$144K Sell
498
-31
-6% -$9.08K 0.03% 220
2024
Q1 		$149K Sell
529
-145
-22% -$38.8K 0.03% 233
2023
Q4 		$175K Sell
674
-104
-13% -$25.4K 0.04% 213
2023
Q3 		$172K Sell
778
-30
-4% -$6.64K 0.04% 211
2023
Q2 		$174K Buy
808
+120
+17% +$25.9K 0.04% 206
2023
Q1 		$157K Sell
688
-147
-18% -$34K 0.04% 192
2022
Q4 		$207K Sell
835
-874
-51% -$213K 0.06% 157
2022
Q3 		$363K Hold
1,709
– – 0.12% 114
2022
Q2 		$378K Sell
1,709
-89
-5% -$20.5K 0.1% 123
2022
Q1 		$434K Buy
1,798
+122
+7% +$27.1K 0.11% 114
2021
Q4 		$349K Buy
1,676
+797
+91% +$161K 0.09% 126
2021
Q3 		$172K Sell
879
-631
-42% -$124K 0.07% 98
2021
Q2 		$284K Buy
1,510
+314
+26% +$59.2K 0.08% 103
2021
Q1 		$217K Buy
1,196
+199
+20% +$32.5K 0.07% 121
2020
Q4 		$148K Buy
+997
New +$146K 0.11% 97

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

Concord Wealth Partners's GD Position: Q1 2026 in Review

Concord Wealth Partners sold out of General Dynamics (GD) in Q1 2026, closing a stake of 37 shares — an estimated $12.5K sold.

Concord Wealth Partners first reported a position in GD in Q4 2020 and held it in 21 quarters. The position peaked at $434K in Q1 2022. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Concord Wealth Partners reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 37 General Dynamics shares in Q1 2026, an estimated $12.5K.
  • Concord Wealth Partners first reported a position in General Dynamics in Q4 2020 and held it in 21 quarters.
  • Concord Wealth Partners's General Dynamics position peaked at $434K in Q1 2022.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.