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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
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 $9.56B 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

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

Diversify Wealth Management increased its General Dynamics (GD) stake by 13% in Q1 2026, buying an estimated $467K and bringing the position to 11,833 shares worth $4.01M. The position accounts for 0.07% of the portfolio, ranked #234.

Diversify Wealth Management first reported a position in GD in Q2 2024 and has held it in 8 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Diversify Wealth Management held 11,833 shares of General Dynamics worth $4.01M as of Q1 2026.
  • Diversify Wealth Management bought 1,317 General Dynamics shares in Q1 2026, an estimated $467K.
  • General Dynamics made up 0.07% of Diversify Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Diversify Wealth Management first reported a position in General Dynamics in Q2 2024 and has held it in 8 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.