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Diversify Wealth Management’s General Dynamics GD Stock Holding History

Diversify 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 		$4.35M Sell
11,186
-647
-5% -$222K 0.07% 239
2026
Q1 		$4.01M Buy
11,833
+1,317
+13% +$467K 0.07% 234
2025
Q4 		$3.82M Sell
10,516
-66
-0.6% -$22.5K 0.18% 150
2025
Q3 		$3.62M Buy
10,582
+394
+4% +$124K 0.21% 136
2025
Q2 		$3.2M Buy
10,188
+694
+7% +$191K 0.2% 139
2025
Q1 		$2.58M Buy
9,494
+380
+4% +$98.8K 0.19% 145
2024
Q4 		$2.36M Buy
9,114
+817
+10% +$235K 0.18% 140
2024
Q3 		$2.53M Sell
8,297
-149
-2% -$43.8K 0.24% 106
2024
Q2 		$2.41M Buy
+8,446
New +$2.47M 0.3% 83

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its General Dynamics (GD) stake by 5.5% in Q2 2026, selling an estimated $222K and leaving 11,186 shares worth $4.35M. The position accounts for 0.07% of the portfolio, ranked #239.

Diversify Wealth Management first reported a position in GD in Q2 2024 and has held it in 9 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Diversify Wealth Management held 11,186 shares of General Dynamics worth $4.35M as of Q2 2026.
  • Diversify Wealth Management sold 647 General Dynamics shares in Q2 2026, an estimated $222K.
  • General Dynamics made up 0.07% of Diversify Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Diversify Wealth Management first reported a position in General Dynamics in Q2 2024 and has held it in 9 quarters since.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.