EGWAG
GD icon

Elwood & Goetz Wealth Advisory Group’s General Dynamics GD Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$352K Buy
992
+63
+7% +$21.6K 0.05% 108
2026
Q1 		$319K Buy
929
+11
+1% +$3.9K 0.05% 103
2025
Q4 		$309K Buy
+918
New +$313K 0.05% 101

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

Elwood & Goetz Wealth Advisory Group's GD Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its General Dynamics (GD) stake by 6.8% in Q2 2026, buying an estimated $21.6K and bringing the position to 992 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #108.

Elwood & Goetz Wealth Advisory Group first reported a position in GD in Q4 2025 and has held it in 3 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 992 shares of General Dynamics worth $352K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 63 General Dynamics shares in Q2 2026, an estimated $21.6K.
  • General Dynamics made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #108 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.