CWM
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Congress Wealth Management’s General Dynamics GD Stock Holding History

Congress Wealth Management’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
2025
Q2 		$13.7M Buy
47,124
+17,930
+61% +$4.93M 0.13% 182
2025
Q1 		$7.96M Buy
29,194
+322
+1% +$83.7K 0.1% 245
2024
Q4 		$7.61M Buy
28,872
+17,257
+149% +$4.97M 0.1% 233
2024
Q3 		$3.51M Buy
+11,615
New +$3.41M 0.05% 344

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's GD Position: Q2 2025 in Review

Congress Wealth Management increased its General Dynamics (GD) stake by 61% in Q2 2025, buying an estimated $4.93M and bringing the position to 47,124 shares worth $13.7M. The position accounts for 0.13% of the portfolio, ranked #182.

Congress Wealth Management first reported a position in GD in Q3 2024 and has held it in 4 quarters since. 1,900 funds tracked by Wall St. Rank hold GD as of Q2 2025.

  • Congress Wealth Management held 47,124 shares of General Dynamics worth $13.7M as of Q2 2025.
  • Congress Wealth Management bought 17,930 General Dynamics shares in Q2 2025, an estimated $4.93M.
  • General Dynamics made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #182 holding.
  • Congress Wealth Management first reported a position in General Dynamics in Q3 2024 and has held it in 4 quarters since.
  • 1,900 funds tracked by Wall St. Rank held General Dynamics as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.