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Mosaic Family Wealth Partners’s General Dynamics GD Stock Holding History

Mosaic Family Wealth Partners’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 		$883K Buy
2,573
+1,131
+78% +$401K 0.09% 123
2025
Q4 		$485K Sell
1,442
-2
-0.1% -$682 0.05% 156
2025
Q3 		$480K Buy
1,444
+97
+7% +$30.6K 0.06% 146
2025
Q2 		$393K Sell
1,347
-15
-1% -$4.13K 0.05% 152
2025
Q1 		$371K Hold
1,362
– – 0.05% 149
2024
Q4 		$359K Hold
1,362
– – 0.05% 152
2024
Q3 		$412K Hold
1,362
– – 0.06% 136
2024
Q2 		$395K Sell
1,362
-3
-0.2% -$879 0.06% 134
2024
Q1 		$386K Hold
1,365
– – 0.06% 139
2023
Q4 		$354K Sell
1,365
-40
-3% -$9.76K 0.06% 130
2023
Q3 		$310K Hold
1,405
– – 0.06% 133
2023
Q2 		$302K Hold
1,405
– – 0.06% 143
2023
Q1 		$321K Hold
1,405
– – 0.07% 135
2022
Q4 		$349K Buy
+1,405
New +$343K 0.1% 125

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

Mosaic Family Wealth Partners's GD Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its General Dynamics (GD) stake by 78% in Q1 2026, buying an estimated $401K and bringing the position to 2,573 shares worth $883K. The position accounts for 0.09% of the portfolio, ranked #123.

Mosaic Family Wealth Partners first reported a position in GD in Q4 2022 and has held it in 14 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Mosaic Family Wealth Partners held 2,573 shares of General Dynamics worth $883K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 1,131 General Dynamics shares in Q1 2026, an estimated $401K.
  • General Dynamics made up 0.09% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #123 holding.
  • Mosaic Family Wealth Partners first reported a position in General Dynamics in Q4 2022 and has held it in 14 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.