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Principia Wealth Advisory’s General Dynamics GD Stock Holding History

Principia Wealth Advisory’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 		$8.5K Buy
24
+4
+20% +$1.37K ﹤0.01% 276
2026
Q1 		$6.86K Buy
20
+5
+33% +$1.77K ﹤0.01% 250
2025
Q4 		$5.05K Buy
15
+3
+25% +$1.02K ﹤0.01% 273
2025
Q3 		$4.09K Buy
12
+2
+20% +$630 ﹤0.01% 303
2025
Q2 		$2.92K Buy
10
+3
+43% +$826 ﹤0.01% 313
2025
Q1 		$1.9K Buy
7
+4
+133% +$1.04K ﹤0.01% 288
2024
Q4 		$790 Buy
+3
New +$864 ﹤0.01% 413

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

Principia Wealth Advisory's GD Position: Q2 2026 in Review

Principia Wealth Advisory increased its General Dynamics (GD) stake by 20% in Q2 2026, buying an estimated $1.37K and bringing the position to 24 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Principia Wealth Advisory first reported a position in GD in Q4 2024 and has held it in 7 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Principia Wealth Advisory held 24 shares of General Dynamics worth $8.5K as of Q2 2026.
  • Principia Wealth Advisory bought 4 General Dynamics shares in Q2 2026, an estimated $1.37K.
  • General Dynamics made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #276 holding.
  • Principia Wealth Advisory first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.