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Hurlow Wealth Management Group’s General Dynamics GD Stock Holding History

Hurlow Wealth Management 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 		$395K Buy
1,115
+1
+0.1% +$343 0.08% 76
2026
Q1 		$382K Buy
1,114
+1
+0.1% +$355 0.09% 72
2025
Q4 		$375K Sell
1,113
-120
-10% -$40.9K 0.09% 74
2025
Q3 		$420K Sell
1,233
-216
-15% -$68.1K 0.11% 65
2025
Q2 		$423K Sell
1,449
-1
-0.1% -$275 0.12% 75
2025
Q1 		$395K Hold
1,450
– – 0.12% 79
2024
Q4 		$382K Hold
1,450
– – 0.12% 77
2024
Q3 		$438K Hold
1,450
– – 0.14% 75
2024
Q2 		$421K Sell
1,450
-21
-1% -$6.15K 0.14% 71
2024
Q1 		$416K Buy
1,471
+3
+0.2% +$802 0.15% 72
2023
Q4 		$381K Buy
1,468
+1
+0.1% +$244 0.14% 74
2023
Q3 		$324K Hold
1,467
– – 0.14% 79
2023
Q2 		$316K Sell
1,467
-2
-0.1% -$432 0.13% 79
2023
Q1 		$335K Buy
1,469
+1
+0.1% +$231 0.16% 74
2022
Q4 		$364K Sell
1,468
-322
-18% -$78.5K 0.19% 71
2022
Q3 		$380K Sell
1,790
-40
-2% -$9.04K 0.22% 61
2022
Q2 		$405K Hold
1,830
– – 0.23% 58
2022
Q1 		$441K Sell
1,830
-95
-5% -$21.1K 0.27% 56
2021
Q4 		$282K Hold
1,925
– – 0.22% 73
2021
Q3 		$377K Hold
1,925
– – 0.22% 62
2021
Q2 		$362K Hold
1,925
– – 0.24% 65
2021
Q1 		$350K Hold
1,925
– – 0.25% 69
2020
Q4 		$286K Hold
1,925
– – 0.22% 73
2020
Q3 		$266K Hold
1,925
– – 0.24% 69
2020
Q2 		$275K Sell
1,925
-6
-0.3% -$847 0.27% 69
2020
Q1 		$258K Sell
1,931
-65
-3% -$10.8K 0.28% 73
2019
Q4 		$362K Sell
1,996
-44
-2% -$7.9K 0.35% 63
2019
Q3 		$365K Hold
2,040
– – 0.39% 62
2019
Q2 		$377K Hold
2,040
– – 0.4% 54
2019
Q1 		$365K Sell
2,040
-21
-1% -$3.54K 0.39% 57
2018
Q4 		$355K Buy
+2,061
New +$369K 0.43% 54

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 $3.38T AUM 44.17% 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

Hurlow Wealth Management Group's GD Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its General Dynamics (GD) stake by 0.09% in Q2 2026, buying an estimated $343 and bringing the position to 1,115 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #76.

Hurlow Wealth Management Group first reported a position in GD in Q4 2018 and has held it in 31 quarters since. The position peaked at $441K in Q1 2022. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Hurlow Wealth Management Group held 1,115 shares of General Dynamics worth $395K as of Q2 2026.
  • Hurlow Wealth Management Group bought 1 General Dynamics share in Q2 2026, an estimated $343.
  • General Dynamics made up 0.08% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #76 holding.
  • Hurlow Wealth Management Group first reported a position in General Dynamics in Q4 2018 and has held it in 31 quarters since.
  • Hurlow Wealth Management Group's General Dynamics position peaked at $441K in Q1 2022.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.