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Great Valley Advisor Group’s General Dynamics GD Stock Holding History

Great Valley Advisor Group’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 		$702K Buy
2,046
+508
+33% +$180K 0.01% 586
2025
Q4 		$518K Buy
1,538
+80
+5% +$27.3K 0.01% 616
2025
Q3 		$497K Sell
1,458
-555
-28% -$175K 0.01% 625
2025
Q2 		$587K Sell
2,013
-1,522
-43% -$419K 0.01% 571
2025
Q1 		$964K Sell
3,535
-12,043
-77% -$3.13M 0.02% 460
2024
Q4 		$4.1M Buy
15,578
+1,961
+14% +$565K 0.09% 211
2024
Q3 		$4.11M Buy
13,617
+12,504
+1,123% +$3.67M 0.1% 213
2024
Q2 		$323K Sell
1,113
-11
-1% -$3.22K 0.01% 626
2024
Q1 		$318K Buy
1,124
+88
+8% +$23.5K 0.01% 594
2023
Q4 		$269K Sell
1,036
-211
-17% -$51.5K 0.01% 608
2023
Q3 		$275K Sell
1,247
-133
-10% -$29.4K 0.01% 563
2023
Q2 		$297K Sell
1,380
-831
-38% -$179K 0.01% 557
2023
Q1 		$505K Buy
2,211
+1,066
+93% +$246K 0.02% 435
2022
Q4 		$284K Buy
1,145
+116
+11% +$28.3K 0.01% 556
2022
Q3 		$219K Sell
1,029
-84
-8% -$19K 0.01% 609
2022
Q2 		$246K Buy
+1,113
New +$256K 0.01% 590

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

Great Valley Advisor Group's GD Position: Q1 2026 in Review

Great Valley Advisor Group increased its General Dynamics (GD) stake by 33% in Q1 2026, buying an estimated $180K and bringing the position to 2,046 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #586.

Great Valley Advisor Group first reported a position in GD in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.11M in Q3 2024. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Great Valley Advisor Group held 2,046 shares of General Dynamics worth $702K as of Q1 2026.
  • Great Valley Advisor Group bought 508 General Dynamics shares in Q1 2026, an estimated $180K.
  • General Dynamics made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #586 holding.
  • Great Valley Advisor Group first reported a position in General Dynamics in Q2 2022 and has held it in 16 quarters since.
  • Great Valley Advisor Group's General Dynamics position peaked at $4.11M in Q3 2024.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.