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IAG Wealth Partners’s General Dynamics GD Stock Holding History

IAG Wealth Partners’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 		$1.03K Sell
3
-12
-80% -$4.26K ﹤0.01% 483
2025
Q4 		$5.05K Hold
15
– – ﹤0.01% 406
2025
Q3 		$5.12K Hold
15
– – ﹤0.01% 428
2025
Q2 		$4.38K Hold
15
– – ﹤0.01% 413
2025
Q1 		$4.09K Hold
15
– – ﹤0.01% 418
2024
Q4 		$3.95K Hold
15
– – ﹤0.01% 440
2024
Q3 		$4.53K Hold
15
– – ﹤0.01% 407
2024
Q2 		$4.35K Hold
15
– – ﹤0.01% 408
2024
Q1 		$4.24K Hold
15
– – ﹤0.01% 383
2023
Q4 		$3.9K Buy
+15
New +$3.66K ﹤0.01% 370

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IAG Wealth Partners's GD Position: Q1 2026 in Review

IAG Wealth Partners reduced its General Dynamics (GD) stake by 80% in Q1 2026, selling an estimated $4.26K and leaving 3 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

IAG Wealth Partners first reported a position in GD in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.12K in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • IAG Wealth Partners held 3 shares of General Dynamics worth $1.03K as of Q1 2026.
  • IAG Wealth Partners sold 12 General Dynamics shares in Q1 2026, an estimated $4.26K.
  • General Dynamics made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #483 holding.
  • IAG Wealth Partners first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
  • IAG Wealth Partners's General Dynamics position peaked at $5.12K in Q3 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.