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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
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

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paragon Private Wealth Management's GD Position: Q2 2026 in Review

Paragon Private Wealth Management increased its General Dynamics (GD) stake by 60% in Q2 2026, buying an estimated $626K and bringing the position to 4,862 shares worth $1.72M. The position accounts for 0.45% of the portfolio, ranked #56.

Paragon Private Wealth Management first reported a position in GD in Q3 2022 and has held it in 16 quarters since. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Paragon Private Wealth Management held 4,862 shares of General Dynamics worth $1.72M as of Q2 2026.
  • Paragon Private Wealth Management bought 1,828 General Dynamics shares in Q2 2026, an estimated $626K.
  • General Dynamics made up 0.45% of Paragon Private Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Paragon Private Wealth Management first reported a position in General Dynamics in Q3 2022 and has held it in 16 quarters since.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.