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Principle Wealth Partners’s General Dynamics GD Stock Holding History

Principle 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 		$8.95M Sell
26,086
-659
-2% -$234K 0.51% 43
2025
Q4 		$9M Sell
26,745
-349
-1% -$119K 0.51% 42
2025
Q3 		$9.24M Sell
27,094
-599
-2% -$189K 0.54% 41
2025
Q2 		$8.08M Sell
27,693
-324
-1% -$89.2K 0.5% 42
2025
Q1 		$7.64M Buy
28,017
+586
+2% +$152K 0.55% 43
2024
Q4 		$7.23M Sell
27,431
-230
-0.8% -$66.2K 0.51% 46
2024
Q3 		$8.36M Sell
27,661
-71
-0.3% -$20.9K 0.59% 43
2024
Q2 		$8.05M Buy
27,732
+142
+0.5% +$41.6K 0.61% 42
2024
Q1 		$7.79M Sell
27,590
-704
-2% -$188K 0.61% 42
2023
Q4 		$7.35M Buy
28,294
+596
+2% +$145K 0.63% 42
2023
Q3 		$6.12M Buy
27,698
+290
+1% +$64.2K 0.62% 44
2023
Q2 		$5.9M Buy
27,408
+745
+3% +$161K 0.59% 42
2023
Q1 		$6.08M Sell
26,663
-485
-2% -$112K 0.65% 42
2022
Q4 		$6.74M Sell
27,148
-649
-2% -$158K 0.76% 34
2022
Q3 		$5.9K Sell
27,797
-377
-1% -$85.2K 0.56% 32
2022
Q2 		$6.23M Buy
28,174
+291
+1% +$67K 0.75% 28
2022
Q1 		$6.72M Buy
27,883
+1,496
+6% +$332K 0.71% 29
2021
Q4 		$5.5M Buy
26,387
+1
+0% +$202 0.58% 37
2021
Q3 		$5.17M Sell
26,386
-270
-1% -$52.9K 0.6% 31
2021
Q2 		$5.02M Buy
26,656
+1,899
+8% +$358K 0.57% 34
2021
Q1 		$4.5M Buy
24,757
+2,931
+13% +$479K 0.53% 40
2020
Q4 		$3.25M Buy
21,826
+7,275
+50% +$1.06M 0.43% 50
2020
Q3 		$2.01M Buy
14,551
+106
+0.7% +$15.7K 0.56% 32
2020
Q2 		$2.16M Buy
14,445
+64
+0.4% +$9.04K 0.63% 28
2020
Q1 		$1.9M Buy
14,381
+585
+4% +$97.2K 0.71% 26
2019
Q4 		$2.43M Sell
13,796
-137
-1% -$24.6K 0.78% 33
2019
Q3 		$2.55M Buy
13,933
+330
+2% +$61.3K 0.88% 32
2019
Q2 		$2.47M Buy
13,603
+200
+1% +$34.4K 1.27% 22
2019
Q1 		$2.27M Hold
13,403
– – 1.3% 22
2018
Q4 		$2.11M Buy
+13,403
New +$2.4M 1.77% 20

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

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

Principle Wealth Partners reduced its General Dynamics (GD) stake by 2.5% in Q1 2026, selling an estimated $234K and leaving 26,086 shares worth $8.95M. The position accounts for 0.51% of the portfolio, ranked #43.

Principle Wealth Partners first reported a position in GD in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.24M in Q3 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Principle Wealth Partners held 26,086 shares of General Dynamics worth $8.95M as of Q1 2026.
  • Principle Wealth Partners sold 659 General Dynamics shares in Q1 2026, an estimated $234K.
  • General Dynamics made up 0.51% of Principle Wealth Partners's portfolio in Q1 2026, its #43 holding.
  • Principle Wealth Partners first reported a position in General Dynamics in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's General Dynamics position peaked at $9.24M in Q3 2025.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.