Opes Wealth Management’s General Dynamics GD Stock Holding History

Opes 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 Q1	$211K	Sell	616 -36	-6%	-$12.8K	0.03%	138
2025 Q4	$220K	Sell	652 -27	-4%	-$9.21K	0.04%	141
2025 Q3	$232K	Buy	+679	New	+$214K	0.04%	136
2024 Q4	–	Sell	-705	Closed	-$213K	–	140
2024 Q3	$213K	Hold	705	–	–	0.04%	129
2024 Q2	$205K	Buy	+705	New	+$207K	0.04%	131
2022 Q2	–	Sell	-856	Closed	-$206K	–	96
2022 Q1	$206K	Buy	+856	New	+$190K	0.07%	101

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Opes Wealth Management's GD Position: Q1 2026 in Review

Opes Wealth Management reduced its General Dynamics (GD) stake by 5.5% in Q1 2026, selling an estimated $12.8K and leaving 616 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #138.

Opes Wealth Management first reported a position in GD in Q1 2022 and has held it in 6 quarters since. The position peaked at $232K in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Opes Wealth Management held 616 shares of General Dynamics worth $211K as of Q1 2026.
Opes Wealth Management sold 36 General Dynamics shares in Q1 2026, an estimated $12.8K.
General Dynamics made up 0.03% of Opes Wealth Management's portfolio in Q1 2026, its #138 holding.
Opes Wealth Management first reported a position in General Dynamics in Q1 2022 and has held it in 6 quarters since.
Opes Wealth Management's General Dynamics position peaked at $232K in Q3 2025.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.