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Dakota Wealth Management’s General Dynamics GD Stock Holding History

Dakota 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 		$596K Sell
1,682
-161
-9% -$55.1K 0.01% 547
2026
Q1 		$632K Sell
1,843
-14
-0.8% -$4.97K 0.01% 495
2025
Q4 		$625K Buy
1,857
+252
+16% +$85.9K 0.01% 502
2025
Q3 		$547K Sell
1,605
-1,536
-49% -$484K 0.01% 465
2025
Q2 		$916K Sell
3,141
-87
-3% -$23.9K 0.02% 398
2025
Q1 		$880K Sell
3,228
-1,608
-33% -$418K 0.02% 397
2024
Q4 		$1.27M Sell
4,836
-394
-8% -$113K 0.03% 322
2024
Q3 		$1.58M Sell
5,230
-38,012
-88% -$11.2M 0.04% 299
2024
Q2 		$12.5M Sell
43,242
-631
-1% -$185K 0.29% 75
2024
Q1 		$12.4M Buy
43,873
+9,459
+27% +$2.53M 0.31% 74
2023
Q4 		$8.94M Buy
34,414
+31,683
+1,160% +$7.73M 0.35% 83
2023
Q3 		$603K Sell
2,731
-316
-10% -$69.9K 0.03% 369
2023
Q2 		$655K Buy
3,047
+1,171
+62% +$253K 0.03% 335
2023
Q1 		$428K Buy
1,876
+398
+27% +$92K 0.03% 397
2022
Q4 		$367K Buy
1,478
+104
+8% +$25.4K 0.03% 410
2022
Q3 		$291K Sell
1,374
-131
-9% -$29.6K 0.02% 431
2022
Q2 		$333K Buy
+1,505
New +$346K 0.03% 355
2019
Q1 		– Sell
-2,405
Closed -$492K – 312
2018
Q4 		$492K Hold
2,405
– – 0.11% 157
2018
Q3 		$492K Sell
2,405
-50
-2% -$9.78K 0.11% 150
2018
Q2 		$458K Buy
+2,455
New +$503K 0.13% 131

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

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

Dakota Wealth Management reduced its General Dynamics (GD) stake by 8.7% in Q2 2026, selling an estimated $55.1K and leaving 1,682 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #547.

Dakota Wealth Management first reported a position in GD in Q2 2018 and has held it in 20 quarters since. The position peaked at $12.5M in Q2 2024. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Dakota Wealth Management held 1,682 shares of General Dynamics worth $596K as of Q2 2026.
  • Dakota Wealth Management sold 161 General Dynamics shares in Q2 2026, an estimated $55.1K.
  • General Dynamics made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Dakota Wealth Management first reported a position in General Dynamics in Q2 2018 and has held it in 20 quarters since.
  • Dakota Wealth Management's General Dynamics position peaked at $12.5M in Q2 2024.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.