PCS
GD icon

Personal CFO Solutions’s General Dynamics GD Stock Holding History

Personal CFO Solutions’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 		$2.1M Sell
6,111
-295
-5% -$105K 0.29% 55
2025
Q4 		$2.16M Sell
6,406
-30
-0.5% -$10.2K 0.34% 47
2025
Q3 		$2.19M Sell
6,436
-3,020
-32% -$952K 0.39% 43
2025
Q2 		$2.76M Sell
9,456
-421
-4% -$116K 0.51% 34
2025
Q1 		$2.69M Buy
9,877
+13
+0.1% +$3.38K 0.55% 31
2024
Q4 		$2.6M Sell
9,864
-18
-0.2% -$5.18K 0.51% 31
2024
Q3 		$2.99M Buy
9,882
+7
+0.1% +$2.06K 0.42% 48
2024
Q2 		$2.87M Buy
9,875
+19
+0.2% +$5.57K 0.44% 43
2024
Q1 		$2.78M Sell
9,856
-516
-5% -$138K 0.43% 43
2023
Q4 		$2.69M Sell
10,372
-1,526
-13% -$372K 0.47% 40
2023
Q3 		$2.63M Buy
11,898
+1,375
+13% +$304K 0.52% 38
2023
Q2 		$2.26M Buy
10,523
+677
+7% +$146K 0.46% 45
2023
Q1 		$2.25M Sell
9,846
-1,582
-14% -$366K 0.46% 45
2022
Q4 		$2.84M Sell
11,428
-2,602
-19% -$635K 0.6% 33
2022
Q3 		$2.98M Buy
14,030
+122
+0.9% +$27.6K 0.75% 31
2022
Q2 		$3.08M Buy
13,908
+115
+0.8% +$26.5K 0.72% 33
2022
Q1 		$3.33M Sell
13,793
-330
-2% -$73.3K 0.66% 30
2021
Q4 		$2.94M Buy
14,123
+3,259
+30% +$658K 0.55% 31
2021
Q3 		$2.13M Buy
10,864
+142
+1% +$27.8K 0.44% 41
2021
Q2 		$2.02M Buy
10,722
+223
+2% +$42.1K 0.41% 46
2021
Q1 		$1.91M Buy
10,499
+235
+2% +$38.4K 0.41% 49
2020
Q4 		$1.53M Buy
10,264
+594
+6% +$86.8K 0.38% 56
2020
Q3 		$1K Buy
9,670
+102
+1% +$15.1K 0.33% 76
2020
Q2 		$1.43M Buy
9,568
+235
+3% +$33.2K 0.42% 55
2020
Q1 		$1.24M Buy
9,333
+1,344
+17% +$223K 0.44% 50
2019
Q4 		$1.41M Hold
7,989
– – 0.4% 43
2019
Q3 		$1.46M Buy
+7,989
New +$1.48M 0.58% 30

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

Personal CFO Solutions's GD Position: Q1 2026 in Review

Personal CFO Solutions reduced its General Dynamics (GD) stake by 4.6% in Q1 2026, selling an estimated $105K and leaving 6,111 shares worth $2.1M. The position accounts for 0.29% of the portfolio, ranked #55.

Personal CFO Solutions first reported a position in GD in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.33M in Q1 2022. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Personal CFO Solutions held 6,111 shares of General Dynamics worth $2.1M as of Q1 2026.
  • Personal CFO Solutions sold 295 General Dynamics shares in Q1 2026, an estimated $105K.
  • General Dynamics made up 0.29% of Personal CFO Solutions's portfolio in Q1 2026, its #55 holding.
  • Personal CFO Solutions first reported a position in General Dynamics in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's General Dynamics position peaked at $3.33M in Q1 2022.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.