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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
Q2 		$304K Sell
774
-33
-4% -$11.3K 0.16% 66
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 $9.89B 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

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

Daner Wealth Management reduced its General Dynamics (GD) stake by 4.1% in Q2 2026, selling an estimated $11.3K and leaving 774 shares worth $304K. 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 3 quarters since. The position peaked at $380K in Q4 2025. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Daner Wealth Management held 774 shares of General Dynamics worth $304K as of Q2 2026.
  • Daner Wealth Management sold 33 General Dynamics shares in Q2 2026, an estimated $11.3K.
  • General Dynamics made up 0.16% of Daner Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Daner Wealth Management first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • Daner Wealth Management's General Dynamics position peaked at $380K in Q4 2025.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.