IAGL
GD icon

Innovative Advisory Group, LLC’s General Dynamics GD Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-40
Closed -$13.5K – 100
2025
Q4 		$13.5K Hold
40
– – 0.01% 117
2025
Q3 		$13.6K Hold
40
– – 0.01% 123
2025
Q2 		$11.7K Buy
+40
New +$11K 0.01% 128

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Advisory Group, LLC's GD Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of General Dynamics (GD) in Q1 2026, closing a stake of 40 shares — an estimated $13.5K sold.

Innovative Advisory Group, LLC first reported a position in GD in Q2 2025 and held it in 3 quarters. The position peaked at $13.6K in Q3 2025. 2,226 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 40 General Dynamics shares in Q1 2026, an estimated $13.5K.
  • Innovative Advisory Group, LLC first reported a position in General Dynamics in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's General Dynamics position peaked at $13.6K in Q3 2025.
  • 2,226 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.