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Perigon Wealth Management’s General Dynamics GD Stock Holding History

Perigon 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 		$4.56M Buy
13,281
+4,736
+55% +$1.68M 0.08% 228
2025
Q4 		$2.88M Buy
8,545
+692
+9% +$236K 0.05% 290
2025
Q3 		$2.68M Buy
7,853
+1,153
+17% +$363K 0.05% 293
2025
Q2 		$1.95M Sell
6,700
-16
-0.2% -$4.4K 0.05% 335
2025
Q1 		$1.83M Buy
6,716
+233
+4% +$60.6K 0.05% 321
2024
Q4 		$1.74M Buy
6,483
+3,078
+90% +$886K 0.04% 332
2024
Q3 		$1.03M Sell
3,405
-10
-0.3% -$2.94K 0.03% 425
2024
Q2 		$991K Sell
3,415
-213
-6% -$62.4K 0.03% 384
2024
Q1 		$1.02M Buy
3,628
+178
+5% +$47.6K 0.03% 366
2023
Q4 		$896K Buy
3,450
+1,026
+42% +$250K 0.03% 364
2023
Q3 		$536K Sell
2,424
-160
-6% -$35.4K 0.02% 433
2023
Q2 		$556K Sell
2,584
-375
-13% -$80.9K 0.02% 434
2023
Q1 		$675K Buy
2,959
+482
+19% +$111K 0.04% 338
2022
Q4 		$615K Buy
2,477
+798
+48% +$195K 0.04% 353
2022
Q3 		$356K Buy
1,679
+431
+35% +$97.4K 0.03% 390
2022
Q2 		$276K Buy
1,248
+135
+12% +$31.1K 0.02% 446
2022
Q1 		$268K Buy
+1,113
New +$247K 0.02% 496
2021
Q1 		– Sell
-551
Closed -$82K – 704
2020
Q4 		$82K Buy
+551
New +$80.5K 0.01% 594
2018
Q2 		– Sell
-298
Closed -$66K – 383
2018
Q1 		$66K Buy
298
+3
+1% +$653 0.02% 280
2017
Q4 		$60K Hold
295
– – 0.02% 270
2017
Q3 		$61K Buy
295
+125
+74% +$25K 0.02% 314
2017
Q2 		$34K Hold
170
– – 0.01% 408
2017
Q1 		$32K Hold
170
– – 0.01% 428
2016
Q4 		$32K Hold
170
– – 0.01% 404
2016
Q3 		$26K Hold
170
– – 0.01% 371
2016
Q2 		$24K Buy
+170
New +$23.7K 0.01% 325

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

Perigon Wealth Management's GD Position: Q1 2026 in Review

Perigon Wealth Management increased its General Dynamics (GD) stake by 55% in Q1 2026, buying an estimated $1.68M and bringing the position to 13,281 shares worth $4.56M. The position accounts for 0.08% of the portfolio, ranked #228.

Perigon Wealth Management first reported a position in GD in Q2 2016 and has held it in 26 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Perigon Wealth Management held 13,281 shares of General Dynamics worth $4.56M as of Q1 2026.
  • Perigon Wealth Management bought 4,736 General Dynamics shares in Q1 2026, an estimated $1.68M.
  • General Dynamics made up 0.08% of Perigon Wealth Management's portfolio in Q1 2026, its #228 holding.
  • Perigon Wealth Management first reported a position in General Dynamics in Q2 2016 and has held it in 26 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

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