Live Oak Private Wealth
GD icon

Live Oak Private Wealth’s General Dynamics GD Stock Holding History

Live Oak 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
Q3 		– Sell
-587
Closed -$208K – 213
2026
Q2 		$208K Sell
587
-23
-4% -$7.88K 0.03% 200
2026
Q1 		$209K Hold
610
– – 0.03% 191
2025
Q4 		$205K Hold
610
– – 0.03% 190
2025
Q3 		$208K Buy
+610
New +$192K 0.03% 183

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Live Oak Private Wealth's GD Position: Q3 2026 in Review

Live Oak Private Wealth sold out of General Dynamics (GD) in Q3 2026, closing a stake of 587 shares — an estimated $208K sold.

Live Oak Private Wealth first reported a position in GD in Q3 2025 and held it in 4 quarters. The position peaked at $209K in Q1 2026. 1,491 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Live Oak Private Wealth reported no remaining General Dynamics position as of Q3 2026 after selling out during the quarter.
  • Live Oak Private Wealth sold 587 General Dynamics shares in Q3 2026, an estimated $208K.
  • Live Oak Private Wealth first reported a position in General Dynamics in Q3 2025 and held it in 4 quarters.
  • Live Oak Private Wealth's General Dynamics position peaked at $209K in Q1 2026.
  • 1,491 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.