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 Q2	$264K	Hold	745	–	–	0.06%	167
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 $9.89B 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 $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's GD Position: Q2 2026 in Review

Measured Wealth Private Client Group held its General Dynamics (GD) position steady in Q2 2026 at 745 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #167.

Measured Wealth Private Client Group first reported a position in GD in Q3 2018 and has held it in 22 quarters since. The position peaked at $287K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Measured Wealth Private Client Group held 745 shares of General Dynamics worth $264K as of Q2 2026.
Measured Wealth Private Client Group left its General Dynamics share count unchanged in Q2 2026.
General Dynamics made up 0.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #167 holding.
Measured Wealth Private Client Group first reported a position in General Dynamics in Q3 2018 and has held it in 22 quarters since.
Measured Wealth Private Client Group's General Dynamics position peaked at $287K in Q2 2025.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.