NWM
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Navigoe Wealth Management’s General Dynamics GD Stock Holding History

Navigoe 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 		$1K Buy
+3
New +$1.03K ﹤0.01% 300
2025
Q3 		– Sell
-3
Closed – – 264
2025
Q2 		$0 Hold
3
– – ﹤0.01% 173
2025
Q1 		$0 Hold
3
– – ﹤0.01% 166
2024
Q4 		$0 Buy
+3
New +$864 ﹤0.01% 164

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

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

Navigoe Wealth Management opened a new position in General Dynamics (GD) in Q2 2026: 3 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in GD as recently as Q2 2025.

Navigoe Wealth Management first reported a position in GD in Q4 2024 and has held it in 4 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Navigoe Wealth Management held 3 shares of General Dynamics worth $1K as of Q2 2026.
  • General Dynamics was a new Navigoe Wealth Management position in Q2 2026.
  • General Dynamics made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Navigoe Wealth Management first reported a position in General Dynamics in Q4 2024 and has held it in 4 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.