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

Momentous 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 		$473K Buy
1,334
+16
+1% +$5.48K 0.24% 28
2026
Q1 		$452K Sell
1,318
-38
-3% -$13.5K 0.26% 25
2025
Q4 		$457K Sell
1,356
-5
-0.4% -$1.71K 0.26% 25
2025
Q3 		$464K Sell
1,361
-3
-0.2% -$946 0.29% 21
2025
Q2 		$398K Buy
1,364
+2
+0.1% +$550 0.26% 26
2025
Q1 		$371K Buy
1,362
+21
+2% +$5.46K 0.26% 26
2024
Q4 		$353K Buy
+1,341
New +$386K 0.29% 20

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Momentous Wealth Management increased its General Dynamics (GD) stake by 1.2% in Q2 2026, buying an estimated $5.48K and bringing the position to 1,334 shares worth $473K. The position accounts for 0.24% of the portfolio, ranked #28.

Momentous Wealth Management first reported a position in GD in Q4 2024 and has held it in 7 quarters since. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Momentous Wealth Management held 1,334 shares of General Dynamics worth $473K as of Q2 2026.
  • Momentous Wealth Management bought 16 General Dynamics shares in Q2 2026, an estimated $5.48K.
  • General Dynamics made up 0.24% of Momentous Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Momentous Wealth Management first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.