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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
Q2 		$3.28M Buy
9,264
+6,691
+260% +$2.29M 0.22% 75
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 $9.89B 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 $3.38T AUM 44.17% 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

Mosaic Family Wealth Partners's GD Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its General Dynamics (GD) stake by 260% in Q2 2026, buying an estimated $2.29M and bringing the position to 9,264 shares worth $3.28M. The position accounts for 0.22% of the portfolio, ranked #75.

Mosaic Family Wealth Partners first reported a position in GD in Q4 2022 and has held it in 15 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Mosaic Family Wealth Partners held 9,264 shares of General Dynamics worth $3.28M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 6,691 General Dynamics shares in Q2 2026, an estimated $2.29M.
  • General Dynamics made up 0.22% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Mosaic Family Wealth Partners first reported a position in General Dynamics in Q4 2022 and has held it in 15 quarters since.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.