Guardian Wealth Advisors (North Carolina)’s General Dynamics GD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$284K	Sell	801 -97	-11%	-$33.2K	0.02%	319
2026 Q1	$308K	Sell	898 -5	-0.6%	-$1.77K	0.02%	280
2025 Q4	$304K	Buy	903 +16	+2%	+$5.46K	0.02%	296
2025 Q3	$302K	Buy	887 +9	+1%	+$2.84K	0.02%	285
2025 Q2	$256K	Buy	878 +13	+2%	+$3.58K	0.02%	290
2025 Q1	$236K	Buy	865 +9	+1%	+$2.34K	0.02%	284
2024 Q4	$226K	Buy	856 +20	+2%	+$5.76K	0.02%	298
2024 Q3	$253K	Buy	836 +57	+7%	+$16.8K	0.03%	236
2024 Q2	$226K	Sell	779 -2	-0.3%	-$586	0.03%	243
2024 Q1	$221K	Buy	+781	New	+$209K	0.03%	256
2023 Q1	–	Sell	-820	Closed	-$203K	–	416
2022 Q4	$203K	Buy	+820	New	+$200K	0.04%	197

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

Guardian Wealth Advisors (North Carolina)'s GD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its General Dynamics (GD) stake by 11% in Q2 2026, selling an estimated $33.2K and leaving 801 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #319.

Guardian Wealth Advisors (North Carolina) first reported a position in GD in Q4 2022 and has held it in 11 quarters since. The position peaked at $308K in Q1 2026. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 801 shares of General Dynamics worth $284K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 97 General Dynamics shares in Q2 2026, an estimated $33.2K.
General Dynamics made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #319 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in General Dynamics in Q4 2022 and has held it in 11 quarters since.
Guardian Wealth Advisors (North Carolina)'s General Dynamics position peaked at $308K in Q1 2026.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.