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Flatrock Wealth Partners’s General Dynamics GD Stock Holding History

Flatrock Wealth Partners’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 		$283K Sell
800
-302
-27% -$103K 0.11% 124
2026
Q1 		$378K Sell
1,102
-24
-2% -$8.51K 0.17% 83
2025
Q4 		$379K Buy
+1,126
New +$384K 0.18% 80

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 $3.37T AUM 44.26% 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

Flatrock Wealth Partners's GD Position: Q2 2026 in Review

Flatrock Wealth Partners reduced its General Dynamics (GD) stake by 27% in Q2 2026, selling an estimated $103K and leaving 800 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #124.

Flatrock Wealth Partners first reported a position in GD in Q4 2025 and has held it in 3 quarters since. The position peaked at $379K in Q4 2025. 2,200 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Flatrock Wealth Partners held 800 shares of General Dynamics worth $283K as of Q2 2026.
  • Flatrock Wealth Partners sold 302 General Dynamics shares in Q2 2026, an estimated $103K.
  • General Dynamics made up 0.11% of Flatrock Wealth Partners's portfolio in Q2 2026, its #124 holding.
  • Flatrock Wealth Partners first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • Flatrock Wealth Partners's General Dynamics position peaked at $379K in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.