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Perfromance Wealth Partners’s General Dynamics GD Stock Holding History

Perfromance Wealth Partners’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 		$744K Sell
2,167
-121
-5% -$42.9K 0.02% 97
2025
Q4 		$770K Buy
2,288
+12
+0.5% +$4.09K 0.02% 92
2025
Q3 		$776K Buy
2,276
+12
+0.5% +$3.78K 0.02% 89
2025
Q2 		$660K Buy
2,264
+704
+45% +$194K 0.02% 88
2025
Q1 		$425K Sell
1,560
-18
-1% -$4.68K 0.02% 108
2024
Q4 		$416K Sell
1,578
-254
-14% -$73.1K 0.01% 111
2024
Q3 		$554K Buy
1,832
+335
+22% +$98.4K 0.02% 98
2024
Q2 		$434K Hold
1,497
– – 0.02% 93
2024
Q1 		$423K Buy
+1,497
New +$400K 0.02% 106
2023
Q4 		– Sell
-1,700
Closed -$376K – 168
2023
Q3 		$376K Hold
1,700
– – 0.02% 124
2023
Q2 		$366K Hold
1,700
– – 0.02% 133
2023
Q1 		$388K Hold
1,700
– – 0.02% 131
2022
Q4 		$422K Buy
1,700
+700
+70% +$171K 0.03% 111
2022
Q3 		$212K Hold
1,000
– – 0.01% 152
2022
Q2 		$221K Buy
+1,000
New +$230K 0.01% 155

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perfromance Wealth Partners's GD Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its General Dynamics (GD) stake by 5.3% in Q1 2026, selling an estimated $42.9K and leaving 2,167 shares worth $744K. The position accounts for 0.02% of the portfolio, ranked #97.

Perfromance Wealth Partners first reported a position in GD in Q2 2022 and has held it in 15 quarters since. The position peaked at $776K in Q3 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Perfromance Wealth Partners held 2,167 shares of General Dynamics worth $744K as of Q1 2026.
  • Perfromance Wealth Partners sold 121 General Dynamics shares in Q1 2026, an estimated $42.9K.
  • General Dynamics made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #97 holding.
  • Perfromance Wealth Partners first reported a position in General Dynamics in Q2 2022 and has held it in 15 quarters since.
  • Perfromance Wealth Partners's General Dynamics position peaked at $776K in Q3 2025.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.