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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
Q2 		$6.69M Sell
18,894
-843
-4% -$289K 0.04% 392
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 $9.89B 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

Integrated Wealth Concepts's GD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its General Dynamics (GD) stake by 4.3% in Q2 2026, selling an estimated $289K and leaving 18,894 shares worth $6.69M. The position accounts for 0.04% of the portfolio, ranked #392.

Integrated Wealth Concepts first reported a position in GD in Q1 2018 and has held it in 26 quarters since. The position peaked at $6.77M in Q1 2026. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Integrated Wealth Concepts held 18,894 shares of General Dynamics worth $6.69M as of Q2 2026.
  • Integrated Wealth Concepts sold 843 General Dynamics shares in Q2 2026, an estimated $289K.
  • General Dynamics made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #392 holding.
  • Integrated Wealth Concepts first reported a position in General Dynamics in Q1 2018 and has held it in 26 quarters since.
  • Integrated Wealth Concepts's General Dynamics position peaked at $6.77M in Q1 2026.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.