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Concurrent Investment Advisors’s General Dynamics GD Stock Holding History

Concurrent Investment 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 		$9.85M Sell
28,694
-2,179
-7% -$773K 0.11% 207
2025
Q4 		$10.4M Buy
30,873
+11,713
+61% +$3.99M 0.12% 180
2025
Q3 		$6.53M Buy
19,160
+319
+2% +$101K 0.11% 194
2025
Q2 		$5.5M Buy
18,841
+3,089
+20% +$850K 0.11% 204
2025
Q1 		$4.29M Buy
15,752
+273
+2% +$71K 0.1% 214
2024
Q4 		$4.08M Buy
15,479
+300
+2% +$86.4K 0.11% 188
2024
Q3 		$4.59M Buy
15,179
+1,563
+11% +$459K 0.14% 160
2024
Q2 		$3.95M Buy
13,616
+3,177
+30% +$931K 0.13% 164
2024
Q1 		$2.95M Sell
10,439
-1,694
-14% -$453K 0.12% 180
2023
Q4 		$3.15M Buy
+12,133
New +$2.96M 0.15% 153

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

Concurrent Investment Advisors's GD Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its General Dynamics (GD) stake by 7.1% in Q1 2026, selling an estimated $773K and leaving 28,694 shares worth $9.85M. The position accounts for 0.11% of the portfolio, ranked #207.

Concurrent Investment Advisors first reported a position in GD in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.4M in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Concurrent Investment Advisors held 28,694 shares of General Dynamics worth $9.85M as of Q1 2026.
  • Concurrent Investment Advisors sold 2,179 General Dynamics shares in Q1 2026, an estimated $773K.
  • General Dynamics made up 0.11% of Concurrent Investment Advisors's portfolio in Q1 2026, its #207 holding.
  • Concurrent Investment Advisors first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's General Dynamics position peaked at $10.4M in Q4 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

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