Copia Wealth Management’s General Dynamics GD Stock Holding History

Copia 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	$21.6K	Hold	63	–	–	0.01%	265
2025 Q4	$21.2K	Hold	63	–	–	0.02%	265
2025 Q3	$21.5K	Hold	63	–	–	0.02%	258
2025 Q2	$18.4K	Hold	63	–	–	0.02%	246
2025 Q1	$17.2K	Sell	63 -40	-39%	-$10.4K	0.02%	236
2024 Q4	$27.1K	Buy	+103	New	+$29.7K	0.03%	187

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Copia Wealth Management held its General Dynamics (GD) position steady in Q1 2026 at 63 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #265.

Copia Wealth Management first reported a position in GD in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.1K in Q4 2024. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Copia Wealth Management held 63 shares of General Dynamics worth $21.6K as of Q1 2026.
Copia Wealth Management left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #265 holding.
Copia Wealth Management first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
Copia Wealth Management's General Dynamics position peaked at $27.1K in Q4 2024.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.