Dynasty Wealth Management’s General Dynamics GD Stock Holding History

Dynasty 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	$2.89M	Sell	8,419 -142	-2%	-$50.4K	0.03%	101
2025 Q4	$2.88M	Buy	8,561 +783	+10%	+$267K	0.03%	111
2025 Q3	$2.65M	Buy	7,778 +3,273	+73%	+$1.03M	0.04%	93
2025 Q2	$1.31M	Sell	4,505 -404	-8%	-$111K	0.02%	116
2025 Q1	$1.34M	Buy	4,909 +101	+2%	+$26.3K	0.02%	123
2024 Q4	$1.27M	Sell	4,808 -396	-8%	-$114K	0.02%	128
2024 Q3	$1.57M	Buy	5,204 +24	+0.5%	+$7.05K	0.05%	88
2024 Q2	$1.5M	Buy	5,180 +183	+4%	+$53.6K	0.04%	97
2024 Q1	$1.41M	Buy	+4,997	New	+$1.34M	0.05%	94

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

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

Dynasty Wealth Management reduced its General Dynamics (GD) stake by 1.7% in Q1 2026, selling an estimated $50.4K and leaving 8,419 shares worth $2.89M. The position accounts for 0.03% of the portfolio, ranked #101.

Dynasty Wealth Management first reported a position in GD in Q1 2024 and has held it in 9 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Dynasty Wealth Management held 8,419 shares of General Dynamics worth $2.89M as of Q1 2026.
Dynasty Wealth Management sold 142 General Dynamics shares in Q1 2026, an estimated $50.4K.
General Dynamics made up 0.03% of Dynasty Wealth Management's portfolio in Q1 2026, its #101 holding.
Dynasty Wealth Management first reported a position in General Dynamics in Q1 2024 and has held it in 9 quarters since.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.