Crown Wealth Group
GD icon

Crown Wealth Group’s General Dynamics GD Stock Holding History

Crown Wealth Group’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
Q3 		$232K Buy
700
+12
+2% +$4.46K 0.06% 134
2026
Q2 		$244K Sell
688
-11
-2% -$3.77K 0.06% 130
2026
Q1 		$240K Buy
699
+30
+4% +$10.6K 0.07% 125
2025
Q4 		$225K Buy
669
+36
+6% +$12.3K 0.06% 130
2025
Q3 		$216K Buy
+633
New +$200K 0.06% 116
2024
Q1 		– Sell
-1,038
Closed -$270K – 111
2023
Q4 		$270K Buy
+1,038
New +$253K 0.16% 70

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Crown Wealth Group's GD Position: Q3 2026 in Review

Crown Wealth Group increased its General Dynamics (GD) stake by 1.7% in Q3 2026, buying an estimated $4.46K and bringing the position to 700 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #134.

Crown Wealth Group first reported a position in GD in Q4 2023 and has held it in 6 quarters since. The position peaked at $270K in Q4 2023. 1,847 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Crown Wealth Group held 700 shares of General Dynamics worth $232K as of Q3 2026.
  • Crown Wealth Group bought 12 General Dynamics shares in Q3 2026, an estimated $4.46K.
  • General Dynamics made up 0.06% of Crown Wealth Group's portfolio in Q3 2026, its #134 holding.
  • Crown Wealth Group first reported a position in General Dynamics in Q4 2023 and has held it in 6 quarters since.
  • Crown Wealth Group's General Dynamics position peaked at $270K in Q4 2023.
  • 1,847 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.