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Independence Wealth Advisors (Ohio)’s General Dynamics GD Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$379K Buy
1,069
+139
+15% +$47.6K 0.19% 53
2026
Q1 		$319K Buy
+930
New +$330K 0.17% 59

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

Independence Wealth Advisors (Ohio)'s GD Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its General Dynamics (GD) stake by 15% in Q2 2026, buying an estimated $47.6K and bringing the position to 1,069 shares worth $379K. The position accounts for 0.19% of the portfolio, ranked #53.

Independence Wealth Advisors (Ohio) first reported a position in GD in Q1 2026 and has held it in 2 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 1,069 shares of General Dynamics worth $379K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 139 General Dynamics shares in Q2 2026, an estimated $47.6K.
  • General Dynamics made up 0.19% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #53 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in General Dynamics in Q1 2026 and has held it in 2 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.