MWPCG
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Measured Wealth Private Client Group’s General Dynamics GD Stock Holding History

Measured Wealth Private Client Group’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 		$256K Hold
745
– – 0.07% 158
2025
Q4 		$251K Hold
745
– – 0.07% 160
2025
Q3 		$254K Sell
745
-239
-24% -$75.3K 0.07% 153
2025
Q2 		$287K Buy
984
+239
+32% +$65.8K 0.09% 146
2025
Q1 		$203K Buy
+745
New +$194K 0.07% 167
2024
Q4 		– Sell
-745
Closed -$225K – 186
2024
Q3 		$225K Sell
745
-174
-19% -$51.1K 0.08% 163
2024
Q2 		$267K Hold
919
– – 0.09% 158
2024
Q1 		$260K Hold
919
– – 0.09% 164
2023
Q4 		$239K Hold
919
– – 0.09% 162
2023
Q3 		$203K Sell
919
-14
-2% -$3.1K 0.08% 163
2023
Q2 		$201K Buy
933
+14
+2% +$3.02K 0.08% 169
2023
Q1 		$210K Sell
919
-26
-3% -$6.01K 0.08% 169
2022
Q4 		$234K Sell
945
-25
-3% -$6.1K 0.1% 146
2022
Q3 		$206K Hold
970
– – 0.09% 141
2022
Q2 		$215K Sell
970
-130
-12% -$29.9K 0.09% 158
2022
Q1 		$265K Hold
1,100
– – 0.1% 132
2021
Q4 		$229K Hold
1,100
– – 0.08% 147
2021
Q3 		$216K Sell
1,100
-11
-1% -$2.15K 0.08% 151
2021
Q2 		$209K Buy
1,111
+11
+1% +$2.07K 0.07% 165
2021
Q1 		$200K Buy
+1,100
New +$180K 0.07% 158
2018
Q4 		– Sell
-79
Closed -$16K – 331
2018
Q3 		$16K Buy
+79
New +$15.5K 0.01% 556

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

Measured Wealth Private Client Group's GD Position: Q1 2026 in Review

Measured Wealth Private Client Group held its General Dynamics (GD) position steady in Q1 2026 at 745 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #158.

Measured Wealth Private Client Group first reported a position in GD in Q3 2018 and has held it in 21 quarters since. The position peaked at $287K in Q2 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Measured Wealth Private Client Group held 745 shares of General Dynamics worth $256K as of Q1 2026.
  • Measured Wealth Private Client Group left its General Dynamics share count unchanged in Q1 2026.
  • General Dynamics made up 0.07% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #158 holding.
  • Measured Wealth Private Client Group first reported a position in General Dynamics in Q3 2018 and has held it in 21 quarters since.
  • Measured Wealth Private Client Group's General Dynamics position peaked at $287K in Q2 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.