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 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 $9.56B 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

Guardian Wealth Advisors (North Carolina)'s GD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its General Dynamics (GD) stake by 0.55% in Q1 2026, selling an estimated $1.77K and leaving 898 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #280.

Guardian Wealth Advisors (North Carolina) first reported a position in GD in Q4 2022 and has held it in 10 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 898 shares of General Dynamics worth $308K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 5 General Dynamics shares in Q1 2026, an estimated $1.77K.
General Dynamics made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #280 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in General Dynamics in Q4 2022 and has held it in 10 quarters since.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.