HFO
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Heritage Family Offices’s General Dynamics GD Stock Holding History

Heritage Family Offices’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 		$221K Buy
+623
New +$213K 0.09% 209

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Family Offices's GD Position: Q2 2026 in Review

Heritage Family Offices opened a new position in General Dynamics (GD) in Q2 2026: 623 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #209 among its holdings.

2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Heritage Family Offices held 623 shares of General Dynamics worth $221K as of Q2 2026.
  • General Dynamics was a new Heritage Family Offices position in Q2 2026.
  • General Dynamics made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #209 holding.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.