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 Q2	$4.38M	Sell	12,370 -135	-1%	-$46.2K	0.18%	132
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 $9.89B 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 $3.38T AUM 44.17% 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

Kingswood Wealth Advisors's GD Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its General Dynamics (GD) stake by 1.1% in Q2 2026, selling an estimated $46.2K and leaving 12,370 shares worth $4.38M. The position accounts for 0.18% of the portfolio, ranked #132.

Kingswood Wealth Advisors first reported a position in GD in Q2 2023 and has held it in 13 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Kingswood Wealth Advisors held 12,370 shares of General Dynamics worth $4.38M as of Q2 2026.
Kingswood Wealth Advisors sold 135 General Dynamics shares in Q2 2026, an estimated $46.2K.
General Dynamics made up 0.18% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #132 holding.
Kingswood Wealth Advisors first reported a position in General Dynamics in Q2 2023 and has held it in 13 quarters since.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.