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Daner Wealth Management’s General Dynamics GD Stock Holding History

Daner 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
Q1 		$279K Sell
807
-252
-24% -$89.4K 0.16% 66
2025
Q4 		$380K Buy
+1,059
New +$361K 0.23% 58

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

Daner Wealth Management's GD Position: Q1 2026 in Review

Daner Wealth Management reduced its General Dynamics (GD) stake by 24% in Q1 2026, selling an estimated $89.4K and leaving 807 shares worth $279K. The position accounts for 0.16% of the portfolio, ranked #66.

Daner Wealth Management first reported a position in GD in Q4 2025 and has held it in 2 quarters since. The position peaked at $380K in Q4 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Daner Wealth Management held 807 shares of General Dynamics worth $279K as of Q1 2026.
  • Daner Wealth Management sold 252 General Dynamics shares in Q1 2026, an estimated $89.4K.
  • General Dynamics made up 0.16% of Daner Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Daner Wealth Management first reported a position in General Dynamics in Q4 2025 and has held it in 2 quarters since.
  • Daner Wealth Management's General Dynamics position peaked at $380K in Q4 2025.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.