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

Consultiva 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
2026
Q1 		$25.1K Hold
73
– – 0.07% 143
2025
Q4 		$24.6K Hold
73
– – 0.07% 138
2025
Q3 		$24.9K Hold
73
– – 0.07% 138
2025
Q2 		$21.3K Hold
73
– – 0.07% 155
2025
Q1 		$19.9K Hold
73
– – 0.07% 158
2024
Q4 		$19.2K Buy
+73
New +$21K 0.1% 98

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

Consultiva Wealth Management's GD Position: Q1 2026 in Review

Consultiva Wealth Management held its General Dynamics (GD) position steady in Q1 2026 at 73 shares worth $25.1K. The position accounts for 0.07% of the portfolio, ranked #143.

Consultiva Wealth Management first reported a position in GD in Q4 2024 and has held it in 6 quarters since. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Consultiva Wealth Management held 73 shares of General Dynamics worth $25.1K as of Q1 2026.
  • Consultiva Wealth Management left its General Dynamics share count unchanged in Q1 2026.
  • General Dynamics made up 0.07% of Consultiva Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Consultiva Wealth Management first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.