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Crestmont Private Wealth’s General Dynamics GD Stock Holding History

Crestmont Private 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
Q1 		$313K Buy
913
+242
+36% +$85.8K 0.1% 80
2025
Q4 		$226K Buy
671
+62
+10% +$21.1K 0.07% 83
2025
Q3 		$208K Buy
+609
New +$192K 0.07% 90

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

Crestmont Private Wealth's GD Position: Q1 2026 in Review

Crestmont Private Wealth increased its General Dynamics (GD) stake by 36% in Q1 2026, buying an estimated $85.8K and bringing the position to 913 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #80.

Crestmont Private Wealth first reported a position in GD in Q3 2025 and has held it in 3 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Crestmont Private Wealth held 913 shares of General Dynamics worth $313K as of Q1 2026.
  • Crestmont Private Wealth bought 242 General Dynamics shares in Q1 2026, an estimated $85.8K.
  • General Dynamics made up 0.1% of Crestmont Private Wealth's portfolio in Q1 2026, its #80 holding.
  • Crestmont Private Wealth first reported a position in General Dynamics in Q3 2025 and has held it in 3 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.