Institute for Wealth Management’s General Dynamics GD Stock Holding History

Institute for Wealth Management’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	$204K	Buy	+595	New	+$211K	0.02%	525
2020 Q3	–	Sell	-2,788	Closed	-$417K	–	429
2020 Q2	$417K	Buy	2,788 +30	+1%	+$4.24K	0.1%	271
2020 Q1	$365K	Sell	2,758 -29	-1%	-$4.82K	0.11%	243
2019 Q4	$491K	Buy	2,787 +92	+3%	+$16.5K	0.11%	254
2019 Q3	$492K	Sell	2,695 -12	-0.4%	-$2.23K	0.12%	238
2019 Q2	$492K	Buy	2,707 +177	+7%	+$30.5K	0.11%	256
2019 Q1	$428K	Buy	+2,530	New	+$426K	0.09%	269
2017 Q3	–	Sell	-1,093	Closed	-$219K	–	298
2017 Q2	$219K	Buy	+1,093	New	+$214K	0.06%	361

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

Institute for Wealth Management's GD Position: Q1 2026 in Review

Institute for Wealth Management opened a new position in General Dynamics (GD) in Q1 2026: 595 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #525 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GD as recently as Q2 2020.

Institute for Wealth Management first reported a position in GD in Q2 2017 and has held it in 8 quarters since. The position peaked at $492K in Q3 2019. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Institute for Wealth Management held 595 shares of General Dynamics worth $204K as of Q1 2026.
General Dynamics was a new Institute for Wealth Management position in Q1 2026.
General Dynamics made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #525 holding.
Institute for Wealth Management first reported a position in General Dynamics in Q2 2017 and has held it in 8 quarters since.
Institute for Wealth Management's General Dynamics position peaked at $492K in Q3 2019.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.