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Gen-Wealth Partners’s General Dynamics GD Stock Holding History

Gen-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 		$518K Sell
1,461
-75
-5% -$25.7K 0.14% 131
2026
Q1 		$527K Sell
1,536
-43
-3% -$15.3K 0.17% 127
2025
Q4 		$532K Sell
1,579
-479
-23% -$163K 0.17% 124
2025
Q3 		$702K Sell
2,058
-415
-17% -$131K 0.24% 104
2025
Q2 		$721K Sell
2,473
-43
-2% -$11.8K 0.28% 95
2025
Q1 		$686K Buy
2,516
+17
+0.7% +$4.42K 0.29% 96
2024
Q4 		$658K Buy
2,499
+77
+3% +$22.2K 0.28% 89
2024
Q3 		$730K Buy
2,422
+21
+0.9% +$6.17K 0.32% 71
2024
Q2 		$697K Buy
2,401
+66
+3% +$19.3K 0.34% 67
2024
Q1 		$660K Buy
+2,335
New +$624K 0.33% 70

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

Gen-Wealth Partners's GD Position: Q2 2026 in Review

Gen-Wealth Partners reduced its General Dynamics (GD) stake by 4.9% in Q2 2026, selling an estimated $25.7K and leaving 1,461 shares worth $518K. The position accounts for 0.14% of the portfolio, ranked #131.

Gen-Wealth Partners first reported a position in GD in Q1 2024 and has held it in 10 quarters since. The position peaked at $730K in Q3 2024. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Gen-Wealth Partners held 1,461 shares of General Dynamics worth $518K as of Q2 2026.
  • Gen-Wealth Partners sold 75 General Dynamics shares in Q2 2026, an estimated $25.7K.
  • General Dynamics made up 0.14% of Gen-Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • Gen-Wealth Partners first reported a position in General Dynamics in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's General Dynamics position peaked at $730K in Q3 2024.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.