Pacific Excel Wealth Advisors’s General Dynamics GD Stock Holding History

Pacific Excel Wealth Advisors’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	$221K	Buy	+623	New	+$213K	0.09%	208

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

Pacific Excel Wealth Advisors's GD Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in General Dynamics (GD) in Q2 2026: 623 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #208 among its holdings.

2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Pacific Excel Wealth Advisors held 623 shares of General Dynamics worth $221K as of Q2 2026.
General Dynamics was a new Pacific Excel Wealth Advisors position in Q2 2026.
General Dynamics made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #208 holding.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.