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 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 $9.56B 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

High Net Worth Advisory Group's GD Position: Q1 2026 in Review

High Net Worth Advisory Group opened a new position in General Dynamics (GD) in Q1 2026: 595 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #232 among its holdings. This is a return to the name: High Net Worth Advisory Group previously reported a position in GD as recently as Q4 2022.

High Net Worth Advisory Group first reported a position in GD in Q4 2021 and has held it in 6 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

High Net Worth Advisory Group held 595 shares of General Dynamics worth $204K as of Q1 2026.
General Dynamics was a new High Net Worth Advisory Group position in Q1 2026.
General Dynamics made up 0.05% of High Net Worth Advisory Group's portfolio in Q1 2026, its #232 holding.
High Net Worth Advisory Group first reported a position in General Dynamics in Q4 2021 and has held it in 6 quarters since.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.