Icon Wealth Advisors’s General Dynamics GD Stock Holding History

Icon 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	$3.02M	Buy	8,917 +1,754	+24%	+$622K	0.2%	79
2025 Q4	$2.41M	Buy	7,163 +1,338	+23%	+$456K	0.16%	98
2025 Q3	$1.99M	Buy	5,825 +2,432	+72%	+$767K	0.13%	114
2025 Q2	$989K	Buy	3,393 +49	+1%	+$13.5K	0.07%	168
2025 Q1	$911K	Buy	3,344 +52	+2%	+$13.5K	0.08%	156
2024 Q4	$867K	Buy	3,292 +16	+0.5%	+$4.61K	0.07%	158
2024 Q3	$990K	Buy	3,276 +118	+4%	+$34.7K	0.08%	148
2024 Q2	$943K	Buy	3,158 +970	+44%	+$284K	0.08%	151
2024 Q1	$618K	Buy	2,188 +1,668	+321%	+$446K	0.06%	182
2023 Q4	$135K	Buy	+520	New	+$127K	0.01%	379
2022 Q4	–	Sell	-541	Closed	-$115K	–	365
2022 Q3	$115K	Buy	+541	New	+$122K	0.01%	379

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

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

Icon Wealth Advisors increased its General Dynamics (GD) stake by 24% in Q1 2026, buying an estimated $622K and bringing the position to 8,917 shares worth $3.02M. The position accounts for 0.2% of the portfolio, ranked #79.

Icon Wealth Advisors first reported a position in GD in Q3 2022 and has held it in 11 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Icon Wealth Advisors held 8,917 shares of General Dynamics worth $3.02M as of Q1 2026.
Icon Wealth Advisors bought 1,754 General Dynamics shares in Q1 2026, an estimated $622K.
General Dynamics made up 0.2% of Icon Wealth Advisors's portfolio in Q1 2026, its #79 holding.
Icon Wealth Advisors first reported a position in General Dynamics in Q3 2022 and has held it in 11 quarters since.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.