Oregon Pacific Wealth Management’s General Dynamics GD Stock Holding History

Oregon Pacific 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 Q3	–	Sell	-680	Closed	-$241K	–	119
2026 Q2	$241K	Hold	680	–	–	0.23%	94
2026 Q1	$233K	Buy	+680	New	+$241K	0.24%	92
2025 Q4	–	Sell	-4,122	Closed	-$1.41M	–	127
2025 Q3	$1.41M	Sell	4,122 -9	-0.2%	-$2.84K	1.21%	16
2025 Q2	$1.2M	Sell	4,131 -61	-1%	-$16.8K	1.14%	20
2025 Q1	$1.14M	Sell	4,192 -79	-2%	-$20.5K	1.14%	20
2024 Q4	$1.13M	Buy	+4,271	New	+$1.23M	1.1%	22

Other funds holding GD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Oregon Pacific Wealth Management's GD Position: Q3 2026 in Review

Oregon Pacific Wealth Management sold out of General Dynamics (GD) in Q3 2026, closing a stake of 680 shares — an estimated $241K sold.

Oregon Pacific Wealth Management first reported a position in GD in Q4 2024 and held it in 6 quarters. The position peaked at $1.41M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Oregon Pacific Wealth Management reported no remaining General Dynamics position as of Q3 2026 after selling out during the quarter.
Oregon Pacific Wealth Management sold 680 General Dynamics shares in Q3 2026, an estimated $241K.
Oregon Pacific Wealth Management first reported a position in General Dynamics in Q4 2024 and held it in 6 quarters.
Oregon Pacific Wealth Management's General Dynamics position peaked at $1.41M in Q3 2025.
1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.