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 $9.89B 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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. 2,225 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.
  • 2,225 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.