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Confluence Wealth Services’s General Dynamics GD Stock Holding History

Confluence Wealth Services’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 		$2.42M Buy
6,819
+1,893
+38% +$648K 0.07% 127
2026
Q1 		$1.69M Hold
4,926
– – 0.07% 134
2025
Q4 		$1.66M Sell
4,926
-1,586
-24% -$541K 0.07% 128
2025
Q3 		$2.22M Buy
6,512
+1,896
+41% +$598K 0.11% 93
2025
Q2 		$1.35M Buy
4,616
+17
+0.4% +$4.68K 0.07% 138
2025
Q1 		$1.22M Hold
4,599
– – 0.08% 130
2024
Q4 		$1.24M Sell
4,599
-45
-1% -$13K 0.08% 128
2024
Q3 		$1.4M Sell
4,644
-614
-12% -$180K 0.1% 104
2024
Q2 		$1.53M Buy
5,258
+278
+6% +$81.4K 0.12% 99
2024
Q1 		$1.41M Buy
4,980
+241
+5% +$64.5K 0.12% 91
2023
Q4 		$1.23M Sell
4,739
-57
-1% -$13.9K 0.13% 91
2023
Q3 		$1.06M Buy
4,796
+57
+1% +$12.6K 0.21% 81
2023
Q2 		$1.02M Sell
4,739
-10
-0.2% -$2.16K 0.22% 88
2023
Q1 		$1.08M Buy
4,749
+111
+2% +$25.6K 0.25% 80
2022
Q4 		$1.15M Sell
4,638
-5
-0.1% -$1.22K 0.3% 65
2022
Q3 		$985K Sell
4,643
-922
-17% -$208K 0.42% 65
2022
Q2 		$1.29M Sell
5,565
-65
-1% -$15K 0.57% 55
2022
Q1 		$1.36M Hold
5,630
– – 0.49% 54
2021
Q4 		$1.17M Buy
+5,630
New +$1.14M 0.38% 65

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

Confluence Wealth Services's GD Position: Q2 2026 in Review

Confluence Wealth Services increased its General Dynamics (GD) stake by 38% in Q2 2026, buying an estimated $648K and bringing the position to 6,819 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #127.

Confluence Wealth Services first reported a position in GD in Q4 2021 and has held it in 19 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Confluence Wealth Services held 6,819 shares of General Dynamics worth $2.42M as of Q2 2026.
  • Confluence Wealth Services bought 1,893 General Dynamics shares in Q2 2026, an estimated $648K.
  • General Dynamics made up 0.07% of Confluence Wealth Services's portfolio in Q2 2026, its #127 holding.
  • Confluence Wealth Services first reported a position in General Dynamics in Q4 2021 and has held it in 19 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.