MWM
GD icon

Modern Wealth Management’s General Dynamics GD Stock Holding History

Modern 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 		$2.07M Sell
5,908
-501
-8% -$178K 0.04% 301
2025
Q4 		$2.16M Buy
6,409
+285
+5% +$97.2K 0.04% 287
2025
Q3 		$2.09M Buy
6,124
+3,271
+115% +$1.03M 0.04% 276
2025
Q2 		$832K Buy
2,853
+78
+3% +$21.5K 0.02% 393
2025
Q1 		$756K Buy
2,775
+23
+0.8% +$5.98K 0.02% 346
2024
Q4 		$725K Buy
2,752
+558
+25% +$161K 0.03% 305
2024
Q3 		$663K Buy
2,194
+12
+0.5% +$3.53K 0.04% 208
2024
Q2 		$633K Buy
+2,182
New +$639K 0.05% 189

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

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

Modern Wealth Management reduced its General Dynamics (GD) stake by 7.8% in Q1 2026, selling an estimated $178K and leaving 5,908 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #301.

Modern Wealth Management first reported a position in GD in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Modern Wealth Management held 5,908 shares of General Dynamics worth $2.07M as of Q1 2026.
  • Modern Wealth Management sold 501 General Dynamics shares in Q1 2026, an estimated $178K.
  • General Dynamics made up 0.04% of Modern Wealth Management's portfolio in Q1 2026, its #301 holding.
  • Modern Wealth Management first reported a position in General Dynamics in Q2 2024 and has held it in 8 quarters since.
  • Modern Wealth Management's General Dynamics position peaked at $2.16M in Q4 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.