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Mowery & Schoenfeld Wealth Management’s General Dynamics GD Stock Holding History

Mowery & Schoenfeld 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 		$33.7K Hold
95
– – 0.05% 161
2026
Q1 		$32.6K Sell
95
-60
-39% -$21.3K 0.05% 149
2025
Q4 		$52.2K Buy
155
+79
+104% +$26.9K 0.08% 134
2025
Q3 		$25.9K Hold
76
– – 0.04% 157
2025
Q2 		$22.2K Hold
76
– – 0.03% 167
2025
Q1 		$20.7K Sell
76
-56
-42% -$14.6K 0.04% 204
2024
Q4 		$34.8K Buy
132
+56
+74% +$16.1K 0.07% 137
2024
Q3 		$23K Buy
76
+75
+7,500% +$22K 0.04% 146
2024
Q2 		$291 Hold
1
– – ﹤0.01% 205
2024
Q1 		$283 Hold
1
– – ﹤0.01% 154
2023
Q4 		$260 Buy
+1
New +$244 ﹤0.01% 165

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

Mowery & Schoenfeld Wealth Management's GD Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its General Dynamics (GD) position steady in Q2 2026 at 95 shares worth $33.7K. The position accounts for 0.05% of the portfolio, ranked #161.

Mowery & Schoenfeld Wealth Management first reported a position in GD in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.2K in Q4 2025. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 95 shares of General Dynamics worth $33.7K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.05% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's General Dynamics position peaked at $52.2K in Q4 2025.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.