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CWS Financial Advisors’s General Dynamics GD Stock Holding History

CWS Financial Advisors’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 		$624K Buy
1,819
+41
+2% +$14.5K 0.16% 81
2025
Q4 		$599K Buy
1,778
+187
+12% +$63.8K 0.16% 82
2025
Q3 		$543K Hold
1,591
– – 0.15% 80
2025
Q2 		$464K Buy
1,591
+52
+3% +$14.3K 0.14% 89
2025
Q1 		$420K Sell
1,539
-399
-21% -$104K 0.13% 88
2024
Q4 		$511K Buy
1,938
+399
+26% +$115K 0.17% 68
2024
Q3 		$465K Buy
1,539
+119
+8% +$35K 0.16% 69
2024
Q2 		$412K Sell
1,420
-2
-0.1% -$586 0.16% 68
2024
Q1 		$402K Sell
1,422
-613
-30% -$164K 0.16% 68
2023
Q4 		$529K Sell
2,035
-245
-11% -$59.8K 0.2% 77
2023
Q3 		$504K Sell
2,280
-28
-1% -$6.19K 0.2% 78
2023
Q2 		$497K Hold
2,308
– – 0.19% 84
2023
Q1 		$527K Buy
2,308
+42
+2% +$9.7K 0.21% 77
2022
Q4 		$411K Sell
2,266
-83
-4% -$20.2K 0.18% 88
2022
Q3 		$498K Sell
2,349
-6
-0.3% -$1.36K 0.24% 73
2022
Q2 		$521K Buy
2,355
+8
+0.3% +$1.84K 0.24% 78
2022
Q1 		$566K Sell
2,347
-1
-0% -$222 0.21% 75
2021
Q4 		$489K Buy
+2,348
New +$474K 0.17% 89
2021
Q2 		$427K Hold
2,266
– – 0.17% 90
2021
Q1 		$411K Hold
2,266
– – 0.18% 88
2020
Q4 		$337K Hold
2,266
– – 0.2% 92
2020
Q3 		$314K Hold
2,266
– – 0.21% 92
2020
Q2 		$339K Buy
2,266
+108
+5% +$15.3K 0.24% 87
2020
Q1 		$381K Hold
2,158
– – 0.28% 77
2019
Q4 		$381K Buy
+2,158
New +$387K 0.28% 78

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

CWS Financial Advisors's GD Position: Q1 2026 in Review

CWS Financial Advisors increased its General Dynamics (GD) stake by 2.3% in Q1 2026, buying an estimated $14.5K and bringing the position to 1,819 shares worth $624K. The position accounts for 0.16% of the portfolio, ranked #81.

CWS Financial Advisors first reported a position in GD in Q4 2019 and has held it in 25 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • CWS Financial Advisors held 1,819 shares of General Dynamics worth $624K as of Q1 2026.
  • CWS Financial Advisors bought 41 General Dynamics shares in Q1 2026, an estimated $14.5K.
  • General Dynamics made up 0.16% of CWS Financial Advisors's portfolio in Q1 2026, its #81 holding.
  • CWS Financial Advisors first reported a position in General Dynamics in Q4 2019 and has held it in 25 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.