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Geneos Wealth Management’s General Dynamics GD Stock Holding History

Geneos Wealth Management’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 		$2.37M Buy
6,891
+114
+2% +$40.4K 0.05% 331
2025
Q4 		$2.28M Buy
6,777
+238
+4% +$81.2K 0.06% 333
2025
Q3 		$2.23M Sell
6,539
-360
-5% -$113K 0.06% 328
2025
Q2 		$2.01M Sell
6,899
-3,793
-35% -$1.04M 0.05% 370
2025
Q1 		$2.91M Buy
10,692
+6,768
+172% +$1.76M 0.04% 401
2024
Q4 		$1.03M Buy
3,924
+161
+4% +$46.4K 0.04% 420
2024
Q3 		$1.14M Buy
3,763
+391
+12% +$115K 0.04% 377
2024
Q2 		$978K Buy
3,372
+411
+14% +$120K 0.04% 364
2024
Q1 		$837K Buy
2,961
+238
+9% +$63.7K 0.04% 383
2023
Q4 		$707K Sell
2,723
-834
-23% -$203K 0.03% 394
2023
Q3 		$786K Buy
3,557
+19
+0.5% +$4.2K 0.04% 361
2023
Q2 		$761K Buy
3,538
+1,800
+104% +$388K 0.04% 371
2023
Q1 		$397K Sell
1,738
-492
-22% -$114K 0.02% 489
2022
Q4 		$553K Sell
2,230
-160
-7% -$39K 0.03% 399
2022
Q3 		$507K Sell
2,390
-964
-29% -$218K 0.03% 395
2022
Q2 		$750K Sell
3,354
-166
-5% -$38.2K 0.04% 398
2022
Q1 		$848K Sell
3,520
-18,907
-84% -$4.2M 0.04% 404
2021
Q4 		$4.68M Sell
22,427
-7,845
-26% -$1.58M 0.18% 130
2021
Q3 		$6M Buy
30,272
+186
+0.6% +$36.4K 0.23% 102
2021
Q2 		$5.67M Sell
30,086
-1,343
-4% -$253K 0.22% 102
2021
Q1 		$5.98M Sell
31,429
-1,822
-5% -$298K 0.17% 148
2020
Q4 		$5.61M Buy
33,251
+649
+2% +$94.9K 0.23% 105
2020
Q3 		$4.51M Buy
32,602
+30,204
+1,260% +$4.46M 0.23% 99
2020
Q2 		$350K Sell
2,398
-51
-2% -$7.2K 0.02% 500
2020
Q1 		$318K Buy
2,449
+75
+3% +$12.5K 0.02% 480
2019
Q4 		$421K Buy
2,374
+107
+5% +$19.2K 0.02% 481
2019
Q3 		$415K Sell
2,267
-15
-0.7% -$2.79K 0.02% 455
2019
Q2 		$420K Sell
2,282
-42
-2% -$7.23K 0.03% 460
2019
Q1 		$393K Sell
2,324
-315
-12% -$53.1K 0.03% 463
2018
Q4 		$409K Sell
2,639
-55
-2% -$9.86K 0.03% 418
2018
Q3 		$551K Sell
2,694
-92
-3% -$18K 0.04% 364
2018
Q2 		$519K Sell
2,786
-1,764
-39% -$361K 0.04% 325
2018
Q1 		$1M Buy
4,550
+127
+3% +$27.6K 0.09% 211
2017
Q4 		$899K Buy
4,423
+665
+18% +$136K 0.08% 224
2017
Q3 		$772K Buy
3,758
+336
+10% +$67.3K 0.08% 231
2017
Q2 		$677K Buy
3,422
+13
+0.4% +$2.55K 0.07% 241
2017
Q1 		$638K Buy
3,409
+302
+10% +$55.8K 0.07% 229
2016
Q4 		$536K Buy
3,107
+46
+2% +$7.53K 0.07% 234
2016
Q3 		$475K Buy
3,061
+869
+40% +$130K 0.06% 253
2016
Q2 		$309K Buy
2,192
+52
+2% +$7.25K 0.04% 342
2016
Q1 		$283K Buy
+2,140
New +$284K 0.04% 352

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geneos Wealth Management's GD Position: Q1 2026 in Review

Geneos Wealth Management increased its General Dynamics (GD) stake by 1.7% in Q1 2026, buying an estimated $40.4K and bringing the position to 6,891 shares worth $2.37M. The position accounts for 0.05% of the portfolio, ranked #331.

Geneos Wealth Management first reported a position in GD in Q1 2016 and has held it in 41 quarters since. The position peaked at $6M in Q3 2021. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Geneos Wealth Management held 6,891 shares of General Dynamics worth $2.37M as of Q1 2026.
  • Geneos Wealth Management bought 114 General Dynamics shares in Q1 2026, an estimated $40.4K.
  • General Dynamics made up 0.05% of Geneos Wealth Management's portfolio in Q1 2026, its #331 holding.
  • Geneos Wealth Management first reported a position in General Dynamics in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's General Dynamics position peaked at $6M in Q3 2021.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.