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Kingswood Wealth Advisors’s General Dynamics GD Stock Holding History

Kingswood Wealth Advisors’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 		$4.29M Buy
12,505
+259
+2% +$91.9K 0.2% 116
2025
Q4 		$4.12M Buy
12,246
+1,140
+10% +$389K 0.2% 114
2025
Q3 		$3.79M Buy
11,106
+8
+0.1% +$2.52K 0.23% 106
2025
Q2 		$3.24M Sell
11,098
-255
-2% -$70.2K 0.26% 90
2025
Q1 		$3.09M Sell
11,353
-1,005
-8% -$261K 0.28% 84
2024
Q4 		$3.26M Sell
12,358
-80
-0.6% -$23K 0.24% 88
2024
Q3 		$3.76M Buy
12,438
+878
+8% +$258K 0.27% 82
2024
Q2 		$3.35M Buy
11,560
+5,409
+88% +$1.58M 0.3% 73
2024
Q1 		$1.74M Sell
6,151
-4,629
-43% -$1.24M 0.2% 123
2023
Q4 		$2.8M Buy
10,780
+2,500
+30% +$610K 0.32% 67
2023
Q3 		$2.23M Sell
8,280
-1,604
-16% -$355K 0.38% 69
2023
Q2 		$2.13M Buy
+9,884
New +$2.13M 0.68% 37

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

Kingswood Wealth Advisors's GD Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its General Dynamics (GD) stake by 2.1% in Q1 2026, buying an estimated $91.9K and bringing the position to 12,505 shares worth $4.29M. The position accounts for 0.2% of the portfolio, ranked #116.

Kingswood Wealth Advisors first reported a position in GD in Q2 2023 and has held it in 12 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Kingswood Wealth Advisors held 12,505 shares of General Dynamics worth $4.29M as of Q1 2026.
  • Kingswood Wealth Advisors bought 259 General Dynamics shares in Q1 2026, an estimated $91.9K.
  • General Dynamics made up 0.2% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #116 holding.
  • Kingswood Wealth Advisors first reported a position in General Dynamics in Q2 2023 and has held it in 12 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.