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Marshall & Sterling Wealth Advisors’s General Dynamics GD Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-3
Closed -$1.02K – 456
2025
Q3 		$1.02K Sell
3
-6
-67% -$1.89K ﹤0.01% 594
2025
Q2 		$2.34K Buy
9
+1
+13% +$275 ﹤0.01% 535
2025
Q1 		$2.18K Buy
+8
New +$2.08K ﹤0.01% 533

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's GD Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of General Dynamics (GD) in Q4 2025, closing a stake of 3 shares — an estimated $1.02K sold.

Marshall & Sterling Wealth Advisors first reported a position in GD in Q1 2025 and held it in 3 quarters. The position peaked at $2.34K in Q2 2025. 2,161 funds tracked by Wall St. Rank hold GD as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining General Dynamics position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 3 General Dynamics shares in Q4 2025, an estimated $1.02K.
  • Marshall & Sterling Wealth Advisors first reported a position in General Dynamics in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's General Dynamics position peaked at $2.34K in Q2 2025.
  • 2,161 funds tracked by Wall St. Rank held General Dynamics as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.