Leo Wealth LLC’s General Dynamics GD Stock Holding History

Leo Wealth LLC’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	$333K	Sell	970 -49	-5%	-$17.4K	0.02%	334
2025 Q4	$343K	Buy	+1,019	New	+$348K	0.02%	325
2025 Q3	–	Sell	-872	Closed	-$254K	–	332
2025 Q2	$254K	Buy	+872	New	+$240K	0.02%	338
2025 Q1	–	Sell	-1,029	Closed	-$271K	–	315
2024 Q4	$271K	Sell	1,029 -4	-0.4%	-$1.15K	0.02%	301
2024 Q3	$312K	Sell	1,033 -10	-1%	-$2.94K	0.03%	273
2024 Q2	$302K	Sell	1,043 -141	-12%	-$41.3K	0.03%	270
2024 Q1	$339K	Buy	1,184 +233	+25%	+$62.3K	0.03%	257
2023 Q4	$253K	Buy	+951	New	+$232K	0.03%	281

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

Leo Wealth LLC's GD Position: Q1 2026 in Review

Leo Wealth LLC reduced its General Dynamics (GD) stake by 4.8% in Q1 2026, selling an estimated $17.4K and leaving 970 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #334.

Leo Wealth LLC first reported a position in GD in Q4 2023 and has held it in 8 quarters since. The position peaked at $343K in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Leo Wealth LLC held 970 shares of General Dynamics worth $333K as of Q1 2026.
Leo Wealth LLC sold 49 General Dynamics shares in Q1 2026, an estimated $17.4K.
General Dynamics made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #334 holding.
Leo Wealth LLC first reported a position in General Dynamics in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's General Dynamics position peaked at $343K in Q4 2025.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.