Heritage Wealth Advisors’s General Dynamics GD Stock Holding History

Heritage Wealth Advisors’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	$291K	Hold	849	–	–	0.01%	174
2025 Q4	$286K	Sell	849 -923	-52%	-$315K	0.01%	192
2025 Q3	$604K	Hold	1,772	–	–	0.03%	117
2025 Q2	$517K	Hold	1,772	–	–	0.02%	125
2025 Q1	$483K	Sell	1,772 -130	-7%	-$33.8K	0.02%	131
2024 Q4	$501K	Sell	1,902 -2,166	-53%	-$624K	0.02%	136
2024 Q3	$1.23M	Sell	4,068 -1,024	-20%	-$301K	0.06%	75
2024 Q2	$1.48M	Hold	5,092	–	–	0.07%	67
2024 Q1	$1.44M	Hold	5,092	–	–	0.07%	70
2023 Q4	$1.32M	Buy	5,092 +250	+5%	+$61K	0.07%	72
2023 Q3	$1.07M	Hold	4,842	–	–	0.06%	75
2023 Q2	$1.04M	Sell	4,842 -66	-1%	-$14.2K	0.06%	82
2023 Q1	$1.12M	Sell	4,908 -65	-1%	-$15K	0.06%	76
2022 Q4	$1.23M	Buy	4,973 +203	+4%	+$49.5K	0.07%	72
2022 Q3	$1.01M	Sell	4,770 -135	-3%	-$30.5K	0.07%	73
2022 Q2	$1.08M	Buy	4,905 +265	+6%	+$61K	0.08%	73
2022 Q1	$1.12M	Hold	4,640	–	–	0.06%	78
2021 Q4	$967K	Hold	4,640	–	–	0.05%	97
2021 Q3	$910K	Buy	4,640 +200	+5%	+$39.1K	0.06%	93
2021 Q2	$836K	Sell	4,440 -365	-8%	-$68.8K	0.05%	97
2021 Q1	$872K	Sell	4,805 -72	-1%	-$11.8K	0.05%	93
2020 Q4	$726K	Buy	4,877 +2,427	+99%	+$355K	0.05%	108
2020 Q3	$339K	Hold	2,450	–	–	0.04%	115
2020 Q2	$366K	Sell	2,450 -48	-2%	-$6.78K	0.05%	104
2020 Q1	$331K	Buy	2,498 +70	+3%	+$11.6K	0.06%	98
2019 Q4	$428K	Buy	2,428 +150	+7%	+$26.9K	0.06%	112
2019 Q3	$416K	Hold	2,278	–	–	0.06%	108
2019 Q2	$414K	Hold	2,278	–	–	0.06%	104
2019 Q1	$386K	Buy	2,278 +228	+11%	+$38.4K	0.06%	96
2018 Q4	$322K	Hold	2,050	–	–	0.06%	101
2018 Q3	$419K	Hold	2,050	–	–	0.08%	85
2018 Q2	$382K	Hold	2,050	–	–	0.14%	84
2018 Q1	$453K	Sell	2,050 -71	-3%	-$15.4K	0.19%	74
2017 Q4	$431K	Buy	2,121 +36	+2%	+$7.36K	0.18%	79
2017 Q3	$428K	Buy	2,085 +35	+2%	+$7.01K	0.22%	68
2017 Q2	$406K	Sell	2,050 -102	-5%	-$20K	0.21%	65
2017 Q1	$402K	Hold	2,152	–	–	0.22%	63
2016 Q4	$372K	Hold	2,152	–	–	0.24%	54
2016 Q3	$334K	Hold	2,152	–	–	0.23%	63
2016 Q2	$299K	Buy	2,152 +102	+5%	+$14.2K	0.2%	67
2016 Q1	$270K	Hold	2,050	–	–	0.21%	65
2015 Q4	$282K	Hold	2,050	–	–	0.24%	61
2015 Q3	$283K	Hold	2,050	–	–	0.24%	60
2015 Q2	$290K	Buy	2,050 +50	+3%	+$6.94K	0.24%	70
2015 Q1	$271K	Hold	2,000	–	–	0.22%	76
2014 Q4	$275K	Hold	2,000	–	–	0.25%	74
2014 Q3	$254K	Hold	2,000	–	–	0.26%	60
2014 Q2	$233K	Hold	2,000	–	–	0.25%	62
2014 Q1	$218K	Buy	+2,000	New	+$207K	0.25%	63

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

Heritage Wealth Advisors's GD Position: Q1 2026 in Review

Heritage Wealth Advisors held its General Dynamics (GD) position steady in Q1 2026 at 849 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #174.

Heritage Wealth Advisors first reported a position in GD in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.48M in Q2 2024. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Heritage Wealth Advisors held 849 shares of General Dynamics worth $291K as of Q1 2026.
Heritage Wealth Advisors left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #174 holding.
Heritage Wealth Advisors first reported a position in General Dynamics in Q1 2014 and has held it in 49 quarters since.
Heritage Wealth Advisors's General Dynamics position peaked at $1.48M in Q2 2024.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.