JSW
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Journey Strategic Wealth’s General Dynamics GD Stock Holding History

Journey Strategic Wealth’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 		$1.02M Buy
2,959
+209
+8% +$74.1K 0.03% 182
2025
Q4 		$926K Buy
2,750
+188
+7% +$64.1K 0.02% 194
2025
Q3 		$874K Buy
2,562
+368
+17% +$116K 0.02% 190
2025
Q2 		$640K Buy
2,194
+775
+55% +$213K 0.02% 243
2025
Q1 		$387K Buy
1,419
+106
+8% +$27.6K 0.01% 280
2024
Q4 		$346K Sell
1,313
-88
-6% -$25.3K 0.01% 300
2024
Q3 		$423K Buy
1,401
+115
+9% +$33.8K 0.02% 253
2024
Q2 		$373K Buy
+1,286
New +$377K 0.02% 207
2023
Q2 		– Sell
-1,325
Closed -$302K – 230
2023
Q1 		$302K Sell
1,325
-134
-9% -$31K 0.03% 153
2022
Q4 		$362K Buy
1,459
+105
+8% +$25.6K 0.04% 127
2022
Q3 		$287K Buy
+1,354
New +$306K 0.04% 108
2022
Q2 		– Sell
-1,268
Closed -$305K – 159
2022
Q1 		$305K Sell
1,268
-30
-2% -$6.66K 0.03% 96
2021
Q4 		$271K Buy
+1,298
New +$262K 0.03% 136

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

Journey Strategic Wealth's GD Position: Q1 2026 in Review

Journey Strategic Wealth increased its General Dynamics (GD) stake by 7.6% in Q1 2026, buying an estimated $74.1K and bringing the position to 2,959 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #182.

Journey Strategic Wealth first reported a position in GD in Q4 2021 and has held it in 13 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Journey Strategic Wealth held 2,959 shares of General Dynamics worth $1.02M as of Q1 2026.
  • Journey Strategic Wealth bought 209 General Dynamics shares in Q1 2026, an estimated $74.1K.
  • General Dynamics made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #182 holding.
  • Journey Strategic Wealth first reported a position in General Dynamics in Q4 2021 and has held it in 13 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.