GeoWealth Management’s General Dynamics GD Stock Holding History

GeoWealth 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	$1.61M	Buy	4,685 +246	+6%	+$87.3K	0.06%	193
2025 Q4	$1.49M	Buy	4,439 +145	+3%	+$49.4K	0.06%	203
2025 Q3	$1.46M	Buy	4,294 +2,557	+147%	+$806K	0.05%	226
2025 Q2	$506K	Buy	1,737 +522	+43%	+$144K	0.02%	403
2025 Q1	$331K	Sell	1,215 -505	-29%	-$131K	0.01%	521
2024 Q4	$453K	Buy	1,720 +260	+18%	+$74.9K	0.01%	494
2024 Q3	$441K	Sell	1,460 -16	-1%	-$4.7K	0.02%	490
2024 Q2	$428K	Buy	1,476 +306	+26%	+$89.6K	0.02%	471
2024 Q1	$331K	Sell	1,170 -3,457	-75%	-$925K	0.01%	548
2023 Q4	$1.2M	Buy	4,627 +4,607	+23,035%	+$1.12M	0.1%	190
2023 Q3	$4K	Buy	20 +6	+43%	+$1.33K	﹤0.01%	463
2023 Q2	$3K	Buy	+14	New	+$3.02K	﹤0.01%	422

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

GeoWealth Management's GD Position: Q1 2026 in Review

GeoWealth Management increased its General Dynamics (GD) stake by 5.5% in Q1 2026, buying an estimated $87.3K and bringing the position to 4,685 shares worth $1.61M. The position accounts for 0.06% of the portfolio, ranked #193.

GeoWealth Management first reported a position in GD in Q2 2023 and has held it in 12 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

GeoWealth Management held 4,685 shares of General Dynamics worth $1.61M as of Q1 2026.
GeoWealth Management bought 246 General Dynamics shares in Q1 2026, an estimated $87.3K.
General Dynamics made up 0.06% of GeoWealth Management's portfolio in Q1 2026, its #193 holding.
GeoWealth Management first reported a position in General Dynamics in Q2 2023 and has held it in 12 quarters since.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.