Jeppson Wealth Management’s General Dynamics GD Stock Holding History

Jeppson 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 Q2	$326K	Sell	921 -310	-25%	-$106K	0.1%	185
2026 Q1	$423K	Hold	1,231	–	–	0.13%	144
2025 Q4	$414K	Buy	1,231 +1	+0.1%	+$341	0.13%	139
2025 Q3	$419K	Sell	1,230 -50	-4%	-$15.8K	0.13%	137
2025 Q2	$373K	Sell	1,280 -6	-0.5%	-$1.65K	0.13%	143
2025 Q1	$351K	Buy	1,286 +328	+34%	+$85.3K	0.13%	143
2024 Q4	$252K	Buy	958 +3	+0.3%	+$864	0.09%	171
2024 Q3	$289K	Buy	955 +35	+4%	+$10.3K	0.1%	160
2024 Q2	$267K	Sell	920 -5	-0.5%	-$1.47K	0.1%	164
2024 Q1	$261K	Hold	925	–	–	0.1%	168
2023 Q4	$240K	Hold	925	–	–	0.1%	174
2023 Q3	$204K	Buy	+925	New	+$205K	0.09%	172
2023 Q2	–	Sell	-955	Closed	-$218K	–	195
2023 Q1	$218K	Hold	955	–	–	0.09%	180
2022 Q4	$237K	Hold	955	–	–	0.1%	179
2022 Q3	$203K	Hold	955	–	–	0.09%	180
2022 Q2	$211K	Buy	+955	New	+$220K	0.09%	177
2020 Q4	–	Sell	-606	Closed	-$84K	–	241
2020 Q3	$84K	Buy	+606	New	+$89.5K	0.07%	182

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jeppson Wealth Management's GD Position: Q2 2026 in Review

Jeppson Wealth Management reduced its General Dynamics (GD) stake by 25% in Q2 2026, selling an estimated $106K and leaving 921 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #185.

Jeppson Wealth Management first reported a position in GD in Q3 2020 and has held it in 17 quarters since. The position peaked at $423K in Q1 2026. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Jeppson Wealth Management held 921 shares of General Dynamics worth $326K as of Q2 2026.
Jeppson Wealth Management sold 310 General Dynamics shares in Q2 2026, an estimated $106K.
General Dynamics made up 0.1% of Jeppson Wealth Management's portfolio in Q2 2026, its #185 holding.
Jeppson Wealth Management first reported a position in General Dynamics in Q3 2020 and has held it in 17 quarters since.
Jeppson Wealth Management's General Dynamics position peaked at $423K in Q1 2026.
2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.