Lake Street Private Wealth’s General Dynamics GD Stock Holding History

Lake Street Private 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	$329K	Buy	957 +22	+2%	+$7.8K	0.04%	202
2025 Q4	$315K	Sell	935 -300	-24%	-$102K	0.04%	216
2025 Q3	$421K	Sell	1,235 -160	-11%	-$50.4K	0.05%	192
2025 Q2	$407K	Buy	1,395 +29	+2%	+$7.98K	0.06%	182
2025 Q1	$372K	Buy	1,366 +592	+76%	+$154K	0.06%	177
2024 Q4	$204K	Sell	774 -18	-2%	-$5.18K	0.03%	237
2024 Q3	$239K	Sell	792 -505	-39%	-$148K	0.04%	229
2024 Q2	$376K	Buy	1,297 +95	+8%	+$27.8K	0.05%	245
2024 Q1	$340K	Sell	1,202 -33	-3%	-$8.83K	0.05%	249
2023 Q4	$321K	Buy	1,235 +144	+13%	+$35.1K	0.05%	249
2023 Q3	$243K	Sell	1,091 -214	-16%	-$47.3K	0.04%	244
2023 Q2	$281K	Sell	1,305 -252	-16%	-$54.4K	0.05%	235
2023 Q1	$355K	Sell	1,557 -297	-16%	-$68.6K	0.07%	213
2022 Q4	$460K	Buy	1,854 +19	+1%	+$4.63K	0.1%	188
2022 Q3	$389K	Sell	1,835 -248	-12%	-$56K	0.09%	190
2022 Q2	$461K	Buy	2,083 +179	+9%	+$41.2K	0.1%	175
2022 Q1	$459K	Buy	+1,904	New	+$423K	0.08%	194

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Street Private Wealth's GD Position: Q1 2026 in Review

Lake Street Private Wealth increased its General Dynamics (GD) stake by 2.4% in Q1 2026, buying an estimated $7.8K and bringing the position to 957 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #202.

Lake Street Private Wealth first reported a position in GD in Q1 2022 and has held it in 17 quarters since. The position peaked at $461K in Q2 2022. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Lake Street Private Wealth held 957 shares of General Dynamics worth $329K as of Q1 2026.
Lake Street Private Wealth bought 22 General Dynamics shares in Q1 2026, an estimated $7.8K.
General Dynamics made up 0.04% of Lake Street Private Wealth's portfolio in Q1 2026, its #202 holding.
Lake Street Private Wealth first reported a position in General Dynamics in Q1 2022 and has held it in 17 quarters since.
Lake Street Private Wealth's General Dynamics position peaked at $461K in Q2 2022.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.