Elevation Wealth Partners
GD icon

Elevation Wealth Partners’s General Dynamics GD Stock Holding History

Elevation Wealth Partners’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
Q3 		$83.6K Buy
252
+106
+73% +$39.4K 0.02% 236
2026
Q2 		$51.7K Buy
146
+106
+265% +$36.3K 0.02% 294
2026
Q1 		$13.7K Buy
40
+10
+33% +$3.55K ﹤0.01% 453
2025
Q4 		$10.1K Hold
30
– – ﹤0.01% 481
2025
Q3 		$10.2K Buy
+30
New +$9.46K ﹤0.01% 388

Other funds holding GD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Elevation Wealth Partners's GD Position: Q3 2026 in Review

Elevation Wealth Partners increased its General Dynamics (GD) stake by 73% in Q3 2026, buying an estimated $39.4K and bringing the position to 252 shares worth $83.6K. The position accounts for 0.02% of the portfolio, ranked #236.

Elevation Wealth Partners first reported a position in GD in Q3 2025 and has held it in 5 quarters since. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Elevation Wealth Partners held 252 shares of General Dynamics worth $83.6K as of Q3 2026.
  • Elevation Wealth Partners bought 106 General Dynamics shares in Q3 2026, an estimated $39.4K.
  • General Dynamics made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #236 holding.
  • Elevation Wealth Partners first reported a position in General Dynamics in Q3 2025 and has held it in 5 quarters since.
  • 1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.