Mascoma Wealth Management’s General Dynamics GD Stock Holding History

Mascoma 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 Q2	$141K	Buy	397 +44	+12%	+$15.1K	0.03%	118
2026 Q1	$121K	Sell	353 -2	-0.6%	-$709	0.03%	122
2025 Q4	$120K	Buy	355 +5	+1%	+$1.71K	0.03%	119
2025 Q3	$119K	Hold	350	–	–	0.03%	120
2025 Q2	$102K	Hold	350	–	–	0.02%	133
2025 Q1	$95.4K	Hold	350	–	–	0.02%	135
2024 Q4	$92.2K	Hold	350	–	–	0.02%	147
2024 Q3	$106K	Hold	350	–	–	0.03%	136
2024 Q2	$102K	Sell	350 -100	-22%	-$29.3K	0.03%	138
2024 Q1	$127K	Hold	450	–	–	0.04%	122
2023 Q4	$117K	Sell	450 -150	-25%	-$36.6K	0.04%	128
2023 Q3	$133K	Buy	600 +100	+20%	+$22.1K	0.04%	120
2023 Q2	$112K	Sell	500 -16	-3%	-$3.45K	0.03%	130
2023 Q1	$113K	Hold	516	–	–	0.03%	157
2022 Q4	$128K	Hold	516	–	–	0.04%	143
2022 Q3	$109K	Hold	516	–	–	0.04%	159
2022 Q2	$114K	Hold	516	–	–	0.04%	160
2022 Q1	$124K	Hold	516	–	–	0.04%	160
2021 Q4	$108K	Hold	516	–	–	0.04%	161
2021 Q3	$101K	Buy	+516	New	+$101K	0.04%	154
2021 Q2	–	Sell	-500	Closed	-$91K	–	234
2021 Q1	$91K	Buy	+500	New	+$81.7K	0.04%	161
2017 Q4	–	Sell	-1,200	Closed	-$247K	–	389
2017 Q3	$247K	Hold	1,200	–	–	0.16%	61
2017 Q2	$238K	Hold	1,200	–	–	0.16%	64
2017 Q1	$225K	Hold	1,200	–	–	0.16%	53
2016 Q4	$207K	Buy	+1,200	New	+$196K	0.15%	59

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management's GD Position: Q2 2026 in Review

Mascoma Wealth Management increased its General Dynamics (GD) stake by 12% in Q2 2026, buying an estimated $15.1K and bringing the position to 397 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #118.

Mascoma Wealth Management first reported a position in GD in Q4 2016 and has held it in 25 quarters since. The position peaked at $247K in Q3 2017. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Mascoma Wealth Management held 397 shares of General Dynamics worth $141K as of Q2 2026.
Mascoma Wealth Management bought 44 General Dynamics shares in Q2 2026, an estimated $15.1K.
General Dynamics made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #118 holding.
Mascoma Wealth Management first reported a position in General Dynamics in Q4 2016 and has held it in 25 quarters since.
Mascoma Wealth Management's General Dynamics position peaked at $247K in Q3 2017.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.