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Moneta Group Investment Advisors’s General Dynamics GD Stock Holding History

Moneta Group Investment Advisors’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 		$757K Sell
2,205
-35
-2% -$12.4K 0.01% 416
2025
Q4 		$754K Sell
2,240
-669
-23% -$228K 0.01% 411
2025
Q3 		$992K Buy
2,909
+567
+24% +$179K 0.01% 356
2025
Q2 		$683K Buy
2,342
+217
+10% +$59.7K 0.01% 374
2025
Q1 		$579K Sell
2,125
-520
-20% -$135K 0.01% 385
2024
Q4 		$697K Sell
2,645
-209
-7% -$60.2K 0.01% 332
2024
Q3 		$863K Sell
2,854
-243
-8% -$71.4K 0.01% 299
2024
Q2 		$898K Buy
3,097
+245
+9% +$71.8K 0.01% 281
2024
Q1 		$806K Buy
2,852
+455
+19% +$122K 0.01% 292
2023
Q4 		$622K Sell
2,397
-18
-0.7% -$4.39K 0.01% 301
2023
Q3 		$534K Buy
2,415
+499
+26% +$110K 0.01% 304
2023
Q2 		$412K Buy
1,916
+333
+21% +$71.9K 0.01% 366
2023
Q1 		$361K Sell
1,583
-130
-8% -$30K 0.01% 378
2022
Q4 		$399K Buy
1,713
+205
+14% +$50K 0.01% 328
2022
Q3 		$320K Sell
1,508
-128
-8% -$28.9K 0.01% 339
2022
Q2 		$362K Sell
1,636
-97
-6% -$22.3K 0.01% 351
2022
Q1 		$418K Sell
1,733
-23
-1% -$5.11K 0.02% 314
2021
Q4 		$366K Sell
1,756
-432
-20% -$87.2K 0.01% 345
2021
Q3 		$429K Buy
2,188
+63
+3% +$12.3K 0.02% 304
2021
Q2 		$400K Buy
2,125
+401
+23% +$75.6K 0.02% 315
2021
Q1 		$313K Buy
1,724
+165
+11% +$27K 0.02% 326
2020
Q4 		$232K Sell
1,559
-254
-14% -$37.1K 0.02% 284
2020
Q3 		$251K Buy
1,813
+267
+17% +$39.4K 0.02% 236
2020
Q2 		$231K Buy
+1,546
New +$218K 0.02% 226
2018
Q2 		– Sell
-659
Closed -$146K – 476
2018
Q1 		$146K Buy
659
+606
+1,143% +$132K 0.02% 217
2017
Q4 		$11K Buy
+53
New +$10.8K ﹤0.01% 336
2014
Q3 		– Sell
-2,250
Closed -$262K – 138
2014
Q2 		$262K Hold
2,250
– – 0.14% 114
2014
Q1 		$245K Hold
2,250
– – 0.14% 104
2013
Q4 		$215K Buy
+2,250
New +$201K 0.13% 120

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

Moneta Group Investment Advisors's GD Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its General Dynamics (GD) stake by 1.6% in Q1 2026, selling an estimated $12.4K and leaving 2,205 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #416.

Moneta Group Investment Advisors first reported a position in GD in Q4 2013 and has held it in 29 quarters since. The position peaked at $992K in Q3 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Moneta Group Investment Advisors held 2,205 shares of General Dynamics worth $757K as of Q1 2026.
  • Moneta Group Investment Advisors sold 35 General Dynamics shares in Q1 2026, an estimated $12.4K.
  • General Dynamics made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #416 holding.
  • Moneta Group Investment Advisors first reported a position in General Dynamics in Q4 2013 and has held it in 29 quarters since.
  • Moneta Group Investment Advisors's General Dynamics position peaked at $992K in Q3 2025.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.