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
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 $9.56B 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

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

Evolution Wealth Management increased its General Dynamics (GD) stake by 554% in Q1 2026, buying an estimated $55K and bringing the position to 183 shares worth $62.8K. The position accounts for 0.05% of the portfolio, ranked #229.

Evolution Wealth Management first reported a position in GD in Q2 2025 and has held it in 4 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Evolution Wealth Management held 183 shares of General Dynamics worth $62.8K as of Q1 2026.
  • Evolution Wealth Management bought 155 General Dynamics shares in Q1 2026, an estimated $55K.
  • General Dynamics made up 0.05% of Evolution Wealth Management's portfolio in Q1 2026, its #229 holding.
  • Evolution Wealth Management first reported a position in General Dynamics in Q2 2025 and has held it in 4 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.