EWM
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Evolution Wealth Management’s General Dynamics GD Stock Holding History

Evolution 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
Q2 		$60.6K Sell
171
-12
-7% -$4.11K 0.04% 283
2026
Q1 		$62.8K Buy
183
+155
+554% +$55K 0.05% 229
2025
Q4 		$9.43K Sell
28
-38
-58% -$13K 0.01% 455
2025
Q3 		$22.5K Buy
66
+49
+288% +$15.4K 0.02% 286
2025
Q2 		$4.96K Buy
+17
New +$4.68K 0.01% 451

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 $3.37T AUM 44.26% 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

Evolution Wealth Management's GD Position: Q2 2026 in Review

Evolution Wealth Management reduced its General Dynamics (GD) stake by 6.6% in Q2 2026, selling an estimated $4.11K and leaving 171 shares worth $60.6K. The position accounts for 0.04% of the portfolio, ranked #283.

Evolution Wealth Management first reported a position in GD in Q2 2025 and has held it in 5 quarters since. The position peaked at $62.8K in Q1 2026. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Evolution Wealth Management held 171 shares of General Dynamics worth $60.6K as of Q2 2026.
  • Evolution Wealth Management sold 12 General Dynamics shares in Q2 2026, an estimated $4.11K.
  • General Dynamics made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Evolution Wealth Management first reported a position in General Dynamics in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's General Dynamics position peaked at $62.8K in Q1 2026.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.