MWM
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Modera Wealth Management’s General Dynamics GD Stock Holding History

Modera 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
Q1 		$3.3M Buy
9,602
+22
+0.2% +$7.8K 0.04% 212
2025
Q4 		$3.23M Buy
9,580
+4
+0% +$1.36K 0.04% 226
2025
Q3 		$3.27M Sell
9,576
-16
-0.2% -$5.04K 0.04% 223
2025
Q2 		$2.8M Sell
9,592
-14
-0.1% -$3.85K 0.03% 228
2025
Q1 		$2.62M Sell
9,606
-769
-7% -$200K 0.04% 222
2024
Q4 		$2.73M Buy
10,375
+343
+3% +$98.8K 0.03% 223
2024
Q3 		$3.03M Buy
10,032
+1,912
+24% +$562K 0.04% 203
2024
Q2 		$2.36M Buy
8,120
+35
+0.4% +$10.3K 0.03% 207
2024
Q1 		$2.28M Sell
8,085
-49
-0.6% -$13.1K 0.03% 211
2023
Q4 		$2.11M Buy
8,134
+51
+0.6% +$12.4K 0.03% 214
2023
Q3 		$1.79M Buy
8,083
+94
+1% +$20.8K 0.03% 224
2023
Q2 		$1.72M Buy
7,989
+202
+3% +$43.6K 0.03% 238
2023
Q1 		$1.78M Sell
7,787
-22
-0.3% -$5.08K 0.07% 101
2022
Q4 		$1.94M Sell
7,809
-664
-8% -$162K 0.08% 93
2022
Q3 		$1.8M Buy
8,473
+14
+0.2% +$3.16K 0.09% 91
2022
Q2 		$1.87M Buy
8,459
+2,099
+33% +$483K 0.09% 94
2022
Q1 		$1.53M Buy
6,360
+18
+0.3% +$4K 0.07% 120
2021
Q4 		$1.32M Buy
+6,342
New +$1.28M 0.05% 148

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

Modera Wealth Management's GD Position: Q1 2026 in Review

Modera Wealth Management increased its General Dynamics (GD) stake by 0.23% in Q1 2026, buying an estimated $7.8K and bringing the position to 9,602 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #212.

Modera Wealth Management first reported a position in GD in Q4 2021 and has held it in 18 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Modera Wealth Management held 9,602 shares of General Dynamics worth $3.3M as of Q1 2026.
  • Modera Wealth Management bought 22 General Dynamics shares in Q1 2026, an estimated $7.8K.
  • General Dynamics made up 0.04% of Modera Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Modera Wealth Management first reported a position in General Dynamics in Q4 2021 and has held it in 18 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.