CWM
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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
Q2 		$22.3K Hold
63
– – 0.01% 276
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 $9.89B 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

Copia Wealth Management's GD Position: Q2 2026 in Review

Copia Wealth Management held its General Dynamics (GD) position steady in Q2 2026 at 63 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #276.

Copia Wealth Management first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.1K in Q4 2024. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Copia Wealth Management held 63 shares of General Dynamics worth $22.3K as of Q2 2026.
  • Copia Wealth Management left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Copia Wealth Management first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's General Dynamics position peaked at $27.1K in Q4 2024.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.