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Innovative Asset Advisors Group’s General Dynamics GD Stock Holding History

Innovative Asset Advisors 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 		$247K Buy
697
+64
+10% +$21.9K 0.11% 153
2026
Q1 		$217K Buy
+633
New +$225K 0.13% 133

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Innovative Asset Advisors Group's GD Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its General Dynamics (GD) stake by 10% in Q2 2026, buying an estimated $21.9K and bringing the position to 697 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #153.

Innovative Asset Advisors Group first reported a position in GD in Q1 2026 and has held it in 2 quarters since. 2,119 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Innovative Asset Advisors Group held 697 shares of General Dynamics worth $247K as of Q2 2026.
  • Innovative Asset Advisors Group bought 64 General Dynamics shares in Q2 2026, an estimated $21.9K.
  • General Dynamics made up 0.11% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #153 holding.
  • Innovative Asset Advisors Group first reported a position in General Dynamics in Q1 2026 and has held it in 2 quarters since.
  • 2,119 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.