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Private Wealth Asset Management’s General Dynamics GD Stock Holding History

Private Wealth Asset 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 		$1.18M Buy
3,430
+32
+0.9% +$11.4K 0.13% 115
2025
Q4 		$1.14M Hold
3,398
– – 0.12% 118
2025
Q3 		$1.16M Buy
3,398
+204
+6% +$64.3K 0.14% 106
2025
Q2 		$931K Buy
3,194
+237
+8% +$65.2K 0.12% 118
2025
Q1 		$806K Buy
+2,957
New +$769K 0.12% 120

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

Private Wealth Asset Management's GD Position: Q1 2026 in Review

Private Wealth Asset Management increased its General Dynamics (GD) stake by 0.94% in Q1 2026, buying an estimated $11.4K and bringing the position to 3,430 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #115.

Private Wealth Asset Management first reported a position in GD in Q1 2025 and has held it in 5 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Private Wealth Asset Management held 3,430 shares of General Dynamics worth $1.18M as of Q1 2026.
  • Private Wealth Asset Management bought 32 General Dynamics shares in Q1 2026, an estimated $11.4K.
  • General Dynamics made up 0.13% of Private Wealth Asset Management's portfolio in Q1 2026, its #115 holding.
  • Private Wealth Asset Management first reported a position in General Dynamics in Q1 2025 and has held it in 5 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.