Paragon Private Wealth Management
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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
Q3 		$1.54M Sell
4,627
-235
-5% -$87.3K 0.47% 58
2026
Q2 		$1.72M Buy
4,862
+1,828
+60% +$626K 0.45% 56
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

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Paragon Private Wealth Management's GD Position: Q3 2026 in Review

Paragon Private Wealth Management reduced its General Dynamics (GD) stake by 4.8% in Q3 2026, selling an estimated $87.3K and leaving 4,627 shares worth $1.54M. The position accounts for 0.47% of the portfolio, ranked #58.

Paragon Private Wealth Management first reported a position in GD in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.72M in Q2 2026. 1,912 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Paragon Private Wealth Management held 4,627 shares of General Dynamics worth $1.54M as of Q3 2026.
  • Paragon Private Wealth Management sold 235 General Dynamics shares in Q3 2026, an estimated $87.3K.
  • General Dynamics made up 0.47% of Paragon Private Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Paragon Private Wealth Management first reported a position in General Dynamics in Q3 2022 and has held it in 17 quarters since.
  • Paragon Private Wealth Management's General Dynamics position peaked at $1.72M in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

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