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Prestige Wealth Management Group’s General Dynamics GD Stock Holding History

Prestige Wealth Management Group’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 		$48.7K Hold
142
– – 0.01% 259
2025
Q4 		$47.8K Buy
142
+19
+15% +$6.48K 0.01% 255
2025
Q3 		$41.9K Hold
123
– – 0.01% 281
2025
Q2 		$35.9K Sell
123
-20
-14% -$5.5K 0.01% 292
2025
Q1 		$39K Hold
143
– – 0.01% 278
2024
Q4 		$37.7K Hold
143
– – 0.01% 289
2024
Q3 		$43.2K Hold
143
– – 0.01% 263
2024
Q2 		$41.5K Hold
143
– – 0.01% 240
2024
Q1 		$40.4K Hold
143
– – 0.01% 275
2023
Q4 		$37.1K Sell
143
-35
-20% -$8.54K 0.01% 271
2023
Q3 		$39.3K Sell
178
-5
-3% -$1.11K 0.01% 262
2023
Q2 		$39.4K Sell
183
-94
-34% -$20.3K 0.01% 283
2023
Q1 		$63.2K Hold
277
– – 0.02% 224
2022
Q4 		$68.7K Hold
277
– – 0.02% 228
2022
Q3 		$59K Hold
277
– – 0.02% 214
2022
Q2 		$62K Hold
277
– – 0.02% 216
2022
Q1 		$67K Hold
277
– – 0.02% 222
2021
Q4 		$58K Sell
277
-9
-3% -$1.82K 0.01% 250
2021
Q3 		$56K Buy
286
+40
+16% +$7.83K 0.01% 245
2021
Q2 		$47K Sell
246
-411
-63% -$77.5K 0.01% 256
2021
Q1 		$120K Buy
657
+67
+11% +$10.9K 0.03% 167
2020
Q4 		$87K Buy
590
+117
+25% +$17.1K 0.02% 190
2020
Q3 		$66K Buy
473
+126
+36% +$18.6K 0.02% 218
2020
Q2 		$52K Buy
347
+188
+118% +$26.5K 0.02% 222
2020
Q1 		$21K Hold
159
– – 0.01% 271
2019
Q4 		$28K Hold
159
– – 0.02% 252
2019
Q3 		$29K Hold
159
– – 0.02% 239
2019
Q2 		$29K Buy
159
+2
+1% +$344 0.02% 231
2019
Q1 		$27K Sell
157
-57
-27% -$9.6K 0.02% 239
2018
Q4 		$34K Buy
+214
New +$38.3K 0.03% 227

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

Prestige Wealth Management Group's GD Position: Q1 2026 in Review

Prestige Wealth Management Group held its General Dynamics (GD) position steady in Q1 2026 at 142 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #259.

Prestige Wealth Management Group first reported a position in GD in Q4 2018 and has held it in 30 quarters since. The position peaked at $120K in Q1 2021. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Prestige Wealth Management Group held 142 shares of General Dynamics worth $48.7K as of Q1 2026.
  • Prestige Wealth Management Group left its General Dynamics share count unchanged in Q1 2026.
  • General Dynamics made up 0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #259 holding.
  • Prestige Wealth Management Group first reported a position in General Dynamics in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's General Dynamics position peaked at $120K in Q1 2021.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.