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Nicholson Wealth Management Group’s General Dynamics GD Stock Holding History

Nicholson Wealth Management Group’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 		$2.13M Sell
6,217
-108
-2% -$38.3K 1.24% 20
2025
Q4 		$2.13M Sell
6,325
-304
-5% -$104K 1.25% 15
2025
Q3 		$2.26M Buy
6,629
+47
+0.7% +$14.8K 1.32% 10
2025
Q2 		$1.92M Buy
6,582
+33
+0.5% +$9.08K 1.18% 15
2025
Q1 		$1.79M Buy
6,549
+105
+2% +$27.3K 1.17% 23
2024
Q4 		$1.7M Sell
6,444
-200
-3% -$57.6K 1.13% 19
2024
Q3 		$2.01M Buy
+6,644
New +$1.95M 1.65% 9

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

Nicholson Wealth Management Group's GD Position: Q1 2026 in Review

Nicholson Wealth Management Group reduced its General Dynamics (GD) stake by 1.7% in Q1 2026, selling an estimated $38.3K and leaving 6,217 shares worth $2.13M. The position accounts for 1.24% of the portfolio, ranked #20.

Nicholson Wealth Management Group first reported a position in GD in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Nicholson Wealth Management Group held 6,217 shares of General Dynamics worth $2.13M as of Q1 2026.
  • Nicholson Wealth Management Group sold 108 General Dynamics shares in Q1 2026, an estimated $38.3K.
  • General Dynamics made up 1.24% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #20 holding.
  • Nicholson Wealth Management Group first reported a position in General Dynamics in Q3 2024 and has held it in 7 quarters since.
  • Nicholson Wealth Management Group's General Dynamics position peaked at $2.26M in Q3 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.