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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
Q2 		$1.81M Sell
5,121
-2,756
-35% -$944K 0.11% 162
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 $9.89B 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

Evolve Private Wealth's GD Position: Q2 2026 in Review

Evolve Private Wealth reduced its General Dynamics (GD) stake by 35% in Q2 2026, selling an estimated $944K and leaving 5,121 shares worth $1.81M. The position accounts for 0.11% of the portfolio, ranked #162.

Evolve Private Wealth first reported a position in GD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.7M in Q1 2026. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Evolve Private Wealth held 5,121 shares of General Dynamics worth $1.81M as of Q2 2026.
  • Evolve Private Wealth sold 2,756 General Dynamics shares in Q2 2026, an estimated $944K.
  • General Dynamics made up 0.11% of Evolve Private Wealth's portfolio in Q2 2026, its #162 holding.
  • Evolve Private Wealth first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's General Dynamics position peaked at $2.7M in Q1 2026.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.