Paragon Private Wealth Management’s General Dynamics GD Stock Holding History

Paragon Private 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	$1.04M	Sell	3,034 -68	-2%	-$24.1K	0.33%	87
2025 Q4	$1.04M	Sell	3,102 -56	-2%	-$19.1K	0.32%	85
2025 Q3	$1.08M	Buy	3,158 +63	+2%	+$19.9K	0.35%	80
2025 Q2	$903K	Sell	3,095 -770	-20%	-$212K	0.36%	83
2025 Q1	$1.05M	Sell	3,865 -454	-11%	-$118K	0.49%	64
2024 Q4	$1.14M	Buy	4,319 +492	+13%	+$142K	0.53%	54
2024 Q3	$1.16M	Buy	3,827 +348	+10%	+$102K	0.57%	51
2024 Q2	$1.01M	Sell	3,479 -37	-1%	-$10.8K	0.57%	50
2024 Q1	$993K	Buy	3,516 +200	+6%	+$53.5K	0.59%	56
2023 Q4	$861K	Buy	3,316 +354	+12%	+$86.4K	0.6%	59
2023 Q3	$655K	Buy	2,962 +232	+8%	+$51.3K	0.54%	61
2023 Q2	$587K	Buy	2,730 +346	+15%	+$74.7K	0.47%	68
2023 Q1	$544K	Buy	2,384 +860	+56%	+$199K	0.46%	71
2022 Q4	$378K	Buy	1,524 +460	+43%	+$112K	0.34%	82
2022 Q3	$261K	Buy	+1,064	New	+$240K	0.25%	95

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

Paragon Private Wealth Management's GD Position: Q1 2026 in Review

Paragon Private Wealth Management reduced its General Dynamics (GD) stake by 2.2% in Q1 2026, selling an estimated $24.1K and leaving 3,034 shares worth $1.04M. The position accounts for 0.33% of the portfolio, ranked #87.

Paragon Private Wealth Management first reported a position in GD in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q3 2024. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Paragon Private Wealth Management held 3,034 shares of General Dynamics worth $1.04M as of Q1 2026.
Paragon Private Wealth Management sold 68 General Dynamics shares in Q1 2026, an estimated $24.1K.
General Dynamics made up 0.33% of Paragon Private Wealth Management's portfolio in Q1 2026, its #87 holding.
Paragon Private Wealth Management first reported a position in General Dynamics in Q3 2022 and has held it in 15 quarters since.
Paragon Private Wealth Management's General Dynamics position peaked at $1.16M in Q3 2024.
2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.