KPWS
GD icon

Kestra Private Wealth Services’s General Dynamics GD Stock Holding History

Kestra Private Wealth Services’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 		$19.8M Buy
57,673
+2,290
+4% +$812K 0.24% 92
2025
Q4 		$18.6M Buy
55,383
+92
+0.2% +$31.4K 0.23% 92
2025
Q3 		$18.9M Buy
55,291
+887
+2% +$280K 0.25% 86
2025
Q2 		$15.9M Buy
54,404
+1,661
+3% +$457K 0.23% 95
2025
Q1 		$14.4M Buy
52,743
+1,590
+3% +$413K 0.24% 88
2024
Q4 		$13.5M Buy
51,153
+3,465
+7% +$998K 0.23% 91
2024
Q3 		$14.4M Sell
47,688
-3,025
-6% -$889K 0.26% 82
2024
Q2 		$14.7M Sell
50,713
-1,657
-3% -$485K 0.29% 72
2024
Q1 		$14.8M Sell
52,370
-288
-0.5% -$77K 0.33% 68
2023
Q4 		$13.7M Buy
52,658
+5,140
+11% +$1.25M 0.35% 67
2023
Q3 		$10.5M Buy
47,518
+4,024
+9% +$890K 0.33% 73
2023
Q2 		$9.36M Buy
43,494
+1,197
+3% +$258K 0.32% 78
2023
Q1 		$9.65M Buy
42,297
+7,478
+21% +$1.73M 0.38% 65
2022
Q4 		$8.64M Buy
34,819
+9,038
+35% +$2.2M 0.44% 57
2022
Q3 		$5.47M Buy
25,781
+2,250
+10% +$508K 0.32% 82
2022
Q2 		$5.21M Buy
23,531
+11,477
+95% +$2.64M 0.3% 87
2022
Q1 		$2.91M Sell
12,054
-629
-5% -$140K 0.14% 160
2021
Q4 		$2.64M Buy
12,683
+1,960
+18% +$396K 0.13% 172
2021
Q3 		$2.1M Buy
10,723
+817
+8% +$160K 0.12% 191
2021
Q2 		$1.86M Buy
9,906
+70
+0.7% +$13.2K 0.11% 204
2021
Q1 		$1.79M Buy
9,836
+106
+1% +$17.3K 0.12% 188
2020
Q4 		$1.44M Buy
9,730
+304
+3% +$44.4K 0.11% 204
2020
Q3 		$1.3M Buy
+9,426
New +$1.39M 0.11% 197

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

Kestra Private Wealth Services's GD Position: Q1 2026 in Review

Kestra Private Wealth Services increased its General Dynamics (GD) stake by 4.1% in Q1 2026, buying an estimated $812K and bringing the position to 57,673 shares worth $19.8M. The position accounts for 0.24% of the portfolio, ranked #92.

Kestra Private Wealth Services first reported a position in GD in Q3 2020 and has held it in 23 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Kestra Private Wealth Services held 57,673 shares of General Dynamics worth $19.8M as of Q1 2026.
  • Kestra Private Wealth Services bought 2,290 General Dynamics shares in Q1 2026, an estimated $812K.
  • General Dynamics made up 0.24% of Kestra Private Wealth Services's portfolio in Q1 2026, its #92 holding.
  • Kestra Private Wealth Services first reported a position in General Dynamics in Q3 2020 and has held it in 23 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.