Dougherty Wealth Advisers’s General Dynamics GD Stock Holding History

Dougherty Wealth Advisers’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	$128K	Buy	+373	New	+$132K	0.08%	58

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dougherty Wealth Advisers's GD Position: Q1 2026 in Review

Dougherty Wealth Advisers opened a new position in General Dynamics (GD) in Q1 2026: 373 shares worth $128K. The stake represents 0.08% of the portfolio and ranks #58 among its holdings.

2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Dougherty Wealth Advisers held 373 shares of General Dynamics worth $128K as of Q1 2026.
General Dynamics was a new Dougherty Wealth Advisers position in Q1 2026.
General Dynamics made up 0.08% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #58 holding.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.