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 Q2	$2.13M	Buy	6,007 +99	+2%	+$33.9K	0.03%	383
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 $9.89B 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 $3.38T AUM 44.17% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Modern Wealth Management's GD Position: Q2 2026 in Review

Modern Wealth Management increased its General Dynamics (GD) stake by 1.7% in Q2 2026, buying an estimated $33.9K and bringing the position to 6,007 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #383.

Modern Wealth Management first reported a position in GD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.16M in Q4 2025. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Modern Wealth Management held 6,007 shares of General Dynamics worth $2.13M as of Q2 2026.
Modern Wealth Management bought 99 General Dynamics shares in Q2 2026, an estimated $33.9K.
General Dynamics made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #383 holding.
Modern Wealth Management first reported a position in General Dynamics in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's General Dynamics position peaked at $2.16M in Q4 2025.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.