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High Net Worth Advisory Group’s General Dynamics GD Stock Holding History

High Net Worth Advisory 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
Q2 		– Sell
-595
Closed -$204K – 253
2026
Q1 		$204K Buy
+595
New +$211K 0.05% 232
2023
Q1 		– Sell
-61
Closed -$15.2K – 337
2022
Q4 		$15.2K Sell
61
-30
-33% -$7.32K 0.01% 465
2022
Q3 		$19K Hold
91
– – 0.01% 458
2022
Q2 		$20K Hold
91
– – 0.01% 450
2022
Q1 		$22K Hold
91
– – 0.01% 441
2021
Q4 		$19K Buy
+91
New +$18.4K 0.01% 467

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

High Net Worth Advisory Group's GD Position: Q2 2026 in Review

High Net Worth Advisory Group sold out of General Dynamics (GD) in Q2 2026, closing a stake of 595 shares — an estimated $204K sold.

High Net Worth Advisory Group first reported a position in GD in Q4 2021 and held it in 6 quarters. The position peaked at $204K in Q1 2026. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • High Net Worth Advisory Group reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • High Net Worth Advisory Group sold 595 General Dynamics shares in Q2 2026, an estimated $204K.
  • High Net Worth Advisory Group first reported a position in General Dynamics in Q4 2021 and held it in 6 quarters.
  • High Net Worth Advisory Group's General Dynamics position peaked at $204K in Q1 2026.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.