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 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

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

Oregon Pacific Wealth Management's GD Position: Q1 2026 in Review

Oregon Pacific Wealth Management opened a new position in General Dynamics (GD) in Q1 2026: 680 shares worth $233K. The stake represents 0.24% of the portfolio and ranks #92 among its holdings. This is a return to the name: Oregon Pacific Wealth Management previously reported a position in GD as recently as Q3 2025.

Oregon Pacific Wealth Management first reported a position in GD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.41M in Q3 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Oregon Pacific Wealth Management held 680 shares of General Dynamics worth $233K as of Q1 2026.
General Dynamics was a new Oregon Pacific Wealth Management position in Q1 2026.
General Dynamics made up 0.24% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #92 holding.
Oregon Pacific Wealth Management first reported a position in General Dynamics in Q4 2024 and has held it in 5 quarters since.
Oregon Pacific Wealth Management's General Dynamics position peaked at $1.41M in Q3 2025.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.