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CreativeOne Wealth’s General Dynamics GD Stock Holding History

CreativeOne Wealth’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 		$1.03M Sell
2,904
-638
-18% -$219K 0.02% 571
2026
Q1 		$1.22M Buy
3,542
+258
+8% +$91.5K 0.03% 497
2025
Q4 		$1.11M Buy
3,284
+90
+3% +$30.7K 0.03% 520
2025
Q3 		$1.09M Sell
3,194
-296
-8% -$93.3K 0.03% 515
2025
Q2 		$1.02M Buy
3,490
+342
+11% +$94.1K 0.03% 525
2025
Q1 		$858K Buy
3,148
+768
+32% +$200K 0.03% 529
2024
Q4 		$627K Buy
2,380
+350
+17% +$101K 0.02% 627
2024
Q3 		$613K Sell
2,030
-550
-21% -$162K 0.02% 563
2024
Q2 		$749K Sell
2,580
-2,138
-45% -$626K 0.04% 386
2024
Q1 		$1.33M Buy
4,718
+3,389
+255% +$906K 0.05% 319
2023
Q4 		$345K Buy
+1,329
New +$324K 0.02% 458
2023
Q3 		– Sell
-2,826
Closed -$608K – 677
2023
Q2 		$608K Buy
2,826
+996
+54% +$215K 0.03% 442
2023
Q1 		$418K Buy
1,830
+77
+4% +$17.8K 0.02% 520
2022
Q4 		$435K Buy
1,753
+66
+4% +$16.1K 0.02% 470
2022
Q3 		$358K Buy
1,687
+80
+5% +$18.1K 0.02% 489
2022
Q2 		$355K Sell
1,607
-1,098
-41% -$253K 0.02% 500
2022
Q1 		$652K Buy
2,705
+356
+15% +$79.1K 0.03% 363
2021
Q4 		$490K Buy
2,349
+37
+2% +$7.47K 0.02% 462
2021
Q3 		$453K Buy
2,312
+245
+12% +$48K 0.03% 429
2021
Q2 		$389K Buy
2,067
+576
+39% +$109K 0.02% 455
2021
Q1 		$271K Sell
1,491
-1,075
-42% -$176K 0.02% 472
2020
Q4 		$382K Buy
+2,566
New +$375K 0.03% 329

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

CreativeOne Wealth's GD Position: Q2 2026 in Review

CreativeOne Wealth reduced its General Dynamics (GD) stake by 18% in Q2 2026, selling an estimated $219K and leaving 2,904 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #571.

CreativeOne Wealth first reported a position in GD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.33M in Q1 2024. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • CreativeOne Wealth held 2,904 shares of General Dynamics worth $1.03M as of Q2 2026.
  • CreativeOne Wealth sold 638 General Dynamics shares in Q2 2026, an estimated $219K.
  • General Dynamics made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #571 holding.
  • CreativeOne Wealth first reported a position in General Dynamics in Q4 2020 and has held it in 22 quarters since.
  • CreativeOne Wealth's General Dynamics position peaked at $1.33M in Q1 2024.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.