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 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 $9.56B 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

Gen-Wealth Partners's GD Position: Q1 2026 in Review

Gen-Wealth Partners reduced its General Dynamics (GD) stake by 2.7% in Q1 2026, selling an estimated $15.3K and leaving 1,536 shares worth $527K. The position accounts for 0.17% of the portfolio, ranked #127.

Gen-Wealth Partners first reported a position in GD in Q1 2024 and has held it in 9 quarters since. The position peaked at $730K in Q3 2024. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Gen-Wealth Partners held 1,536 shares of General Dynamics worth $527K as of Q1 2026.
Gen-Wealth Partners sold 43 General Dynamics shares in Q1 2026, an estimated $15.3K.
General Dynamics made up 0.17% of Gen-Wealth Partners's portfolio in Q1 2026, its #127 holding.
Gen-Wealth Partners first reported a position in General Dynamics in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's General Dynamics position peaked at $730K in Q3 2024.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.