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 Q3	$306K	Hold	921	–	–	0.09%	187
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%	-$1.46K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Jeppson Wealth Management's GD Position: Q3 2026 in Review

Jeppson Wealth Management held its General Dynamics (GD) position steady in Q3 2026 at 921 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #187.

Jeppson Wealth Management first reported a position in GD in Q3 2020 and has held it in 18 quarters since. The position peaked at $423K in Q1 2026. 1,393 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Jeppson Wealth Management held 921 shares of General Dynamics worth $306K as of Q3 2026.
Jeppson Wealth Management left its General Dynamics share count unchanged in Q3 2026.
General Dynamics made up 0.09% of Jeppson Wealth Management's portfolio in Q3 2026, its #187 holding.
Jeppson Wealth Management first reported a position in General Dynamics in Q3 2020 and has held it in 18 quarters since.
Jeppson Wealth Management's General Dynamics position peaked at $423K in Q1 2026.
1,393 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.