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Evolve Private Wealth’s General Dynamics GD Stock Holding History

Evolve Private Wealth’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 		$2.7M Buy
7,877
+2,149
+38% +$762K 0.14% 138
2025
Q4 		$1.93M Buy
+5,728
New +$1.95M 0.11% 170

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

Evolve Private Wealth's GD Position: Q1 2026 in Review

Evolve Private Wealth increased its General Dynamics (GD) stake by 38% in Q1 2026, buying an estimated $762K and bringing the position to 7,877 shares worth $2.7M. The position accounts for 0.14% of the portfolio, ranked #138.

Evolve Private Wealth 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.

  • Evolve Private Wealth held 7,877 shares of General Dynamics worth $2.7M as of Q1 2026.
  • Evolve Private Wealth bought 2,149 General Dynamics shares in Q1 2026, an estimated $762K.
  • General Dynamics made up 0.14% of Evolve Private Wealth's portfolio in Q1 2026, its #138 holding.
  • Evolve Private Wealth 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 Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.