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Integrated Wealth Concepts’s General Dynamics GD Stock Holding History

Integrated Wealth Concepts’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 		$6.77M Buy
19,737
+6,284
+47% +$2.23M 0.05% 335
2025
Q4 		$4.53M Sell
13,453
-2,109
-14% -$719K 0.05% 312
2025
Q3 		$5.31M Buy
15,562
+1,060
+7% +$334K 0.05% 357
2025
Q2 		$4.23M Buy
14,502
+4,257
+42% +$1.17M 0.04% 373
2025
Q1 		$2.79M Buy
10,245
+681
+7% +$177K 0.03% 491
2024
Q4 		$2.52M Buy
9,564
+83
+0.9% +$23.9K 0.03% 485
2024
Q3 		$2.87M Sell
9,481
-208
-2% -$61.1K 0.03% 442
2024
Q2 		$2.81M Sell
9,689
-774
-7% -$227K 0.04% 403
2024
Q1 		$2.96M Buy
10,463
+156
+2% +$41.7K 0.04% 392
2023
Q4 		$2.68M Sell
10,307
-565
-5% -$138K 0.04% 377
2023
Q3 		$2.4M Sell
10,872
-2,389
-18% -$528K 0.04% 388
2023
Q2 		$2.85M Buy
13,261
+1,476
+13% +$318K 0.05% 340
2023
Q1 		$2.69M Buy
11,785
+3,269
+38% +$755K 0.06% 319
2022
Q4 		$2.11M Buy
8,516
+2,013
+31% +$491K 0.06% 304
2022
Q3 		$1.38M Buy
6,503
+3,129
+93% +$707K 0.04% 349
2022
Q2 		$746K Buy
3,374
+527
+19% +$121K 0.02% 488
2022
Q1 		$687K Buy
2,847
+521
+22% +$116K 0.02% 492
2021
Q4 		$485K Sell
2,326
-440
-16% -$88.8K 0.01% 622
2021
Q3 		$542K Buy
2,766
+1,197
+76% +$234K 0.02% 560
2021
Q2 		$295K Buy
1,569
+65
+4% +$12.3K 0.01% 666
2021
Q1 		$273K Buy
1,504
+86
+6% +$14.1K 0.01% 609
2020
Q4 		$211K Sell
1,418
-222
-14% -$32.5K 0.01% 594
2020
Q3 		$227K Buy
1,640
+235
+17% +$34.7K 0.01% 516
2020
Q2 		$210K Buy
+1,405
New +$198K 0.02% 479
2018
Q2 		– Sell
-1,680
Closed -$368K – 235
2018
Q1 		$368K Buy
+1,680
New +$365K 0.15% 129

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

Integrated Wealth Concepts's GD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its General Dynamics (GD) stake by 47% in Q1 2026, buying an estimated $2.23M and bringing the position to 19,737 shares worth $6.77M. The position accounts for 0.05% of the portfolio, ranked #335.

Integrated Wealth Concepts first reported a position in GD in Q1 2018 and has held it in 25 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Integrated Wealth Concepts held 19,737 shares of General Dynamics worth $6.77M as of Q1 2026.
  • Integrated Wealth Concepts bought 6,284 General Dynamics shares in Q1 2026, an estimated $2.23M.
  • General Dynamics made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #335 holding.
  • Integrated Wealth Concepts first reported a position in General Dynamics in Q1 2018 and has held it in 25 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.