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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
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 $9.56B 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

Elwood & Goetz Wealth Advisory Group's GD Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its General Dynamics (GD) stake by 1.2% in Q1 2026, buying an estimated $3.9K and bringing the position to 929 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #103.

Elwood & Goetz Wealth Advisory Group first reported a position in GD in Q4 2025 and has held it in 2 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 929 shares of General Dynamics worth $319K as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group bought 11 General Dynamics shares in Q1 2026, an estimated $3.9K.
  • General Dynamics made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #103 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in General Dynamics in Q4 2025 and has held it in 2 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.