Focus Partners Wealth’s General Dynamics GD Stock Holding History

Focus Partners 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	$46.1M	Buy	134,424 +3,745	+3%	+$1.33M	0.05%	306
2025 Q4	$44M	Buy	130,679 +31,029	+31%	+$10.6M	0.05%	314
2025 Q3	$33.9M	Buy	99,650 +7,627	+8%	+$2.4M	0.05%	287
2025 Q2	$26.8M	Buy	92,023 +2,786	+3%	+$767K	0.06%	295
2025 Q1	$24.3M	Sell	89,237 -3,699	-4%	-$961K	0.06%	284
2024 Q4	$24.5M	Buy	92,936 +71,811	+340%	+$20.7M	0.06%	279
2024 Q3	$6.38M	Sell	21,125 -140,287	-87%	-$41.2M	0.02%	502
2024 Q2	$46.8M	Buy	161,412 +80,931	+101%	+$23.7M	0.16%	143
2024 Q1	$22.7M	Buy	80,481 +73,901	+1,123%	+$19.8M	0.18%	137
2023 Q4	$1.71M	Buy	+6,580	New	+$1.61M	0.02%	374

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth's GD Position: Q1 2026 in Review

Focus Partners Wealth increased its General Dynamics (GD) stake by 2.9% in Q1 2026, buying an estimated $1.33M and bringing the position to 134,424 shares worth $46.1M. The position accounts for 0.05% of the portfolio, ranked #306.

Focus Partners Wealth first reported a position in GD in Q4 2023 and has held it in 10 quarters since. The position peaked at $46.8M in Q2 2024. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Focus Partners Wealth held 134,424 shares of General Dynamics worth $46.1M as of Q1 2026.
Focus Partners Wealth bought 3,745 General Dynamics shares in Q1 2026, an estimated $1.33M.
General Dynamics made up 0.05% of Focus Partners Wealth's portfolio in Q1 2026, its #306 holding.
Focus Partners Wealth first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's General Dynamics position peaked at $46.8M in Q2 2024.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.