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Marks Group Wealth Management’s General Dynamics GD Stock Holding History

Marks Group Wealth Management’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 		$7M Sell
20,397
-4,907
-19% -$1.74M 0.68% 43
2025
Q4 		$8.52M Sell
25,304
-3,945
-13% -$1.35M 0.82% 29
2025
Q3 		$9.97M Sell
29,249
-2,004
-6% -$632K 0.93% 24
2025
Q2 		$9.12M Sell
31,253
-367
-1% -$101K 0.85% 40
2025
Q1 		$8.62M Buy
31,620
+4,836
+18% +$1.26M 0.83% 44
2024
Q4 		$7.06M Sell
26,784
-490
-2% -$141K 0.7% 66
2024
Q3 		$8.24M Buy
27,274
+685
+3% +$201K 0.79% 61
2024
Q2 		$7.71M Sell
26,589
-280
-1% -$82K 0.81% 52
2024
Q1 		$7.59M Sell
26,869
-73
-0.3% -$19.5K 0.79% 55
2023
Q4 		$7M Sell
26,942
-93
-0.3% -$22.7K 0.8% 55
2023
Q3 		$5.97M Buy
27,035
+350
+1% +$77.4K 0.74% 59
2023
Q2 		$5.74M Buy
26,685
+1,267
+5% +$273K 0.68% 65
2023
Q1 		$5.8M Buy
+25,418
New +$5.87M 0.74% 60
2021
Q1 		– Sell
-10,641
Closed -$1.58M – 259
2020
Q4 		$1.58M Buy
10,641
+20
+0.2% +$2.92K 0.25% 120
2020
Q3 		$1.47M Sell
10,621
-17,485
-62% -$2.58M 0.27% 114
2020
Q2 		$4.2M Buy
28,106
+36
+0.1% +$5.08K 0.85% 46
2020
Q1 		$3.71M Buy
28,070
+2,994
+12% +$497K 0.96% 25
2019
Q4 		$4.42M Buy
+25,076
New +$4.5M 0.87% 48

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

Marks Group Wealth Management's GD Position: Q1 2026 in Review

Marks Group Wealth Management reduced its General Dynamics (GD) stake by 19% in Q1 2026, selling an estimated $1.74M and leaving 20,397 shares worth $7M. The position accounts for 0.68% of the portfolio, ranked #43.

Marks Group Wealth Management first reported a position in GD in Q4 2019 and has held it in 18 quarters since. The position peaked at $9.97M in Q3 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Marks Group Wealth Management held 20,397 shares of General Dynamics worth $7M as of Q1 2026.
  • Marks Group Wealth Management sold 4,907 General Dynamics shares in Q1 2026, an estimated $1.74M.
  • General Dynamics made up 0.68% of Marks Group Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Marks Group Wealth Management first reported a position in General Dynamics in Q4 2019 and has held it in 18 quarters since.
  • Marks Group Wealth Management's General Dynamics position peaked at $9.97M in Q3 2025.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.