Merited Wealth’s General Dynamics GD Stock Holding History

Merited Wealth’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	–	Sell	-117	Closed	-$39.4K	–	158
2025 Q4	$39.4K	Buy	+117	New	+$39.9K	0.04%	137

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Merited Wealth's GD Position: Q1 2026 in Review

Merited Wealth sold out of General Dynamics (GD) in Q1 2026, closing a stake of 117 shares — an estimated $39.4K sold.

Merited Wealth first reported a position in GD in Q4 2025 and held it in 1 quarter. The position peaked at $39.4K in Q4 2025. 2,222 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Merited Wealth reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 117 General Dynamics shares in Q1 2026, an estimated $39.4K.
Merited Wealth first reported a position in General Dynamics in Q4 2025 and held it in 1 quarter.
Merited Wealth's General Dynamics position peaked at $39.4K in Q4 2025.
2,222 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

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