Meridian Wealth Management
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Meridian Wealth Management’s General Dynamics GD Stock Holding History

Meridian 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
Q3 		$1.16M Sell
3,505
-85
-2% -$31.6K 0.03% 358
2026
Q2 		$1.27M Sell
3,590
-165
-4% -$56.5K 0.04% 342
2026
Q1 		$1.29M Buy
3,755
+81
+2% +$28.7K 0.05% 312
2025
Q4 		$1.24M Buy
3,674
+80
+2% +$27.3K 0.04% 312
2025
Q3 		$1.23M Sell
3,594
-125
-3% -$39.4K 0.05% 292
2025
Q2 		$1.08M Sell
3,719
-92
-2% -$25.3K 0.05% 294
2025
Q1 		$1.04M Sell
3,811
-262
-6% -$68.1K 0.05% 287
2024
Q4 		$1.07M Buy
4,073
+10
+0.2% +$2.88K 0.05% 282
2024
Q3 		$1.23M Buy
+4,063
New +$1.19M 0.06% 247
2024
Q2 		– Sell
-4,172
Closed -$1.18M – 378
2024
Q1 		$1.18M Sell
4,172
-1,503
-26% -$402K 0.2% 87
2023
Q4 		$1.47M Sell
5,675
-3,179
-36% -$776K 0.09% 206
2023
Q3 		$1.96M Buy
8,854
+4,058
+85% +$898K 0.12% 155
2023
Q2 		$1.03M Buy
4,796
+181
+4% +$39.1K 0.09% 191
2023
Q1 		$1.05M Buy
4,615
+969
+27% +$224K 0.09% 196
2022
Q4 		$905K Buy
3,646
+122
+3% +$29.8K 0.09% 210
2022
Q3 		$748K Sell
3,524
-180
-5% -$40.7K 0.08% 221
2022
Q2 		$820K Buy
3,704
+645
+21% +$148K 0.07% 270
2022
Q1 		$738K Sell
3,059
-123
-4% -$27.3K 0.08% 188
2021
Q4 		$663K Buy
3,182
+65
+2% +$13.1K 0.07% 206
2021
Q3 		$611K Buy
3,117
+428
+16% +$83.8K 0.08% 203
2021
Q2 		$506K Buy
2,689
+128
+5% +$24.1K 0.06% 225
2021
Q1 		$465K Buy
2,561
+903
+54% +$148K 0.07% 221
2020
Q4 		$246K Buy
+1,658
New +$242K 0.04% 283
2019
Q3 		– Sell
-283
Closed -$51.5K – 291
2019
Q2 		$51.5K Buy
+283
New +$48.7K 0.02% 366

Other funds holding GD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Meridian Wealth Management's GD Position: Q3 2026 in Review

Meridian Wealth Management reduced its General Dynamics (GD) stake by 2.4% in Q3 2026, selling an estimated $31.6K and leaving 3,505 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #358.

Meridian Wealth Management first reported a position in GD in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.96M in Q3 2023. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Meridian Wealth Management held 3,505 shares of General Dynamics worth $1.16M as of Q3 2026.
  • Meridian Wealth Management sold 85 General Dynamics shares in Q3 2026, an estimated $31.6K.
  • General Dynamics made up 0.03% of Meridian Wealth Management's portfolio in Q3 2026, its #358 holding.
  • Meridian Wealth Management first reported a position in General Dynamics in Q2 2019 and has held it in 24 quarters since.
  • Meridian Wealth Management's General Dynamics position peaked at $1.96M in Q3 2023.
  • 1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.