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 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

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

Oregon Pacific Wealth Management's GD Position: Q2 2026 in Review

Oregon Pacific Wealth Management held its General Dynamics (GD) position steady in Q2 2026 at 680 shares worth $241K. The position accounts for 0.23% of the portfolio, ranked #94.

Oregon Pacific Wealth Management first reported a position in GD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q3 2025. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Oregon Pacific Wealth Management held 680 shares of General Dynamics worth $241K as of Q2 2026.
Oregon Pacific Wealth Management left its General Dynamics share count unchanged in Q2 2026.
General Dynamics made up 0.23% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #94 holding.
Oregon Pacific Wealth Management first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
Oregon Pacific Wealth Management's General Dynamics position peaked at $1.41M in Q3 2025.
2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.