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 Q2	$2.2M	Buy	6,221 +4	+0.1%	+$1.37K	1.3%	22
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 $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nicholson Wealth Management Group's GD Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its General Dynamics (GD) stake by 0.06% in Q2 2026, buying an estimated $1.37K and bringing the position to 6,221 shares worth $2.2M. The position accounts for 1.3% of the portfolio, ranked #22.

Nicholson Wealth Management Group first reported a position in GD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.26M in Q3 2025. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Nicholson Wealth Management Group held 6,221 shares of General Dynamics worth $2.2M as of Q2 2026.
Nicholson Wealth Management Group bought 4 General Dynamics shares in Q2 2026, an estimated $1.37K.
General Dynamics made up 1.3% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #22 holding.
Nicholson Wealth Management Group first reported a position in General Dynamics in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's General Dynamics position peaked at $2.26M in Q3 2025.
2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.