EWA
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Exencial Wealth Advisors’s General Dynamics GD Stock Holding History

Exencial Wealth Advisors’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
2024
Q1 		– Hold
0
– -$415K – 500
2023
Q4 		– Hold
0
– – – 371
2023
Q3 		– Hold
0
– – – 375

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

Exencial Wealth Advisors's GD Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its General Dynamics (GD) stake by 2.6% in Q1 2026, selling an estimated $75.2K and leaving 7,843 shares worth $2.69M. The position accounts for 0.08% of the portfolio, ranked #197.

Exencial Wealth Advisors first reported a position in GD in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.77M in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Exencial Wealth Advisors held 7,843 shares of General Dynamics worth $2.69M as of Q1 2026.
  • Exencial Wealth Advisors sold 212 General Dynamics shares in Q1 2026, an estimated $75.2K.
  • General Dynamics made up 0.08% of Exencial Wealth Advisors's portfolio in Q1 2026, its #197 holding.
  • Exencial Wealth Advisors first reported a position in General Dynamics in Q4 2021 and has held it in 18 quarters since.
  • Exencial Wealth Advisors's General Dynamics position peaked at $2.77M in Q3 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.