Global Wealth Management Investment Advisory’s General Dynamics GD Stock Holding History

Global Wealth Management Investment Advisory’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	$4.91M	Buy	13,862 +591	+4%	+$202K	0.7%	52
2026 Q1	$4.55M	Buy	13,271 +107	+0.8%	+$38K	0.71%	55
2025 Q4	$4.43M	Buy	13,164 +130	+1%	+$44.3K	0.71%	51
2025 Q3	$4.44M	Sell	13,034 -2,739	-17%	-$863K	0.75%	50
2025 Q2	$4.6M	Sell	15,773 -749	-5%	-$206K	0.86%	40
2025 Q1	$4.5M	Buy	16,522 +1,704	+11%	+$443K	0.9%	37
2024 Q4	$3.9M	Buy	14,818 +869	+6%	+$250K	0.8%	42
2024 Q3	$4.22M	Buy	13,949 +317	+2%	+$93.2K	0.91%	38
2024 Q2	$3.96M	Buy	13,632 +453	+3%	+$133K	0.92%	38
2024 Q1	$3.72M	Buy	13,179 +165	+1%	+$44.1K	0.91%	39
2023 Q4	$3.38M	Buy	13,014 +205	+2%	+$50K	0.87%	41
2023 Q3	$2.83M	Buy	12,809 +1,229	+11%	+$272K	0.79%	45
2023 Q2	$2.49M	Buy	11,580 +421	+4%	+$90.8K	0.68%	54
2023 Q1	$2.55M	Buy	11,159 +701	+7%	+$162K	0.77%	51
2022 Q4	$2.59M	Buy	+10,458	New	+$2.55M	0.84%	50
2020 Q3	–	Sell	-30	Closed	-$4K	–	509
2020 Q2	$4K	Buy	+30	New	+$4.24K	﹤0.01%	451
2019 Q4	–	Sell	-13	Closed	-$2K	–	662
2019 Q3	$2K	Hold	13	–	–	﹤0.01%	514
2019 Q2	$2K	Hold	13	–	–	﹤0.01%	563
2019 Q1	$2K	Hold	13	–	–	﹤0.01%	548
2018 Q4	$2K	Buy	+13	New	+$2.33K	﹤0.01%	581

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Wealth Management Investment Advisory's GD Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its General Dynamics (GD) stake by 4.5% in Q2 2026, buying an estimated $202K and bringing the position to 13,862 shares worth $4.91M. The position accounts for 0.7% of the portfolio, ranked #52.

Global Wealth Management Investment Advisory first reported a position in GD in Q4 2018 and has held it in 20 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Global Wealth Management Investment Advisory held 13,862 shares of General Dynamics worth $4.91M as of Q2 2026.
Global Wealth Management Investment Advisory bought 591 General Dynamics shares in Q2 2026, an estimated $202K.
General Dynamics made up 0.7% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #52 holding.
Global Wealth Management Investment Advisory first reported a position in General Dynamics in Q4 2018 and has held it in 20 quarters since.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.