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Medallion Wealth Advisors’s General Dynamics GD Stock Holding History

Medallion 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
2026
Q1 		$124K Hold
361
– – 0.04% 320
2025
Q4 		$122K Hold
361
– – 0.04% 327
2025
Q3 		$123K Sell
361
-50
-12% -$15.8K 0.04% 315
2025
Q2 		$120K Hold
411
– – 0.05% 317
2025
Q1 		$112K Buy
411
+50
+14% +$13K 0.05% 286
2024
Q4 		$97.1K Buy
+361
New +$104K 0.05% 301

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

Medallion Wealth Advisors's GD Position: Q1 2026 in Review

Medallion Wealth Advisors held its General Dynamics (GD) position steady in Q1 2026 at 361 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #320.

Medallion Wealth Advisors first reported a position in GD in Q4 2024 and has held it in 6 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Medallion Wealth Advisors held 361 shares of General Dynamics worth $124K as of Q1 2026.
  • Medallion Wealth Advisors left its General Dynamics share count unchanged in Q1 2026.
  • General Dynamics made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #320 holding.
  • Medallion Wealth Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.