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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
Q2 		$1.18M Sell
3,328
-102
-3% -$34.9K 0.11% 116
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 $9.89B 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 $3.38T AUM 44.17% 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

Private Wealth Asset Management's GD Position: Q2 2026 in Review

Private Wealth Asset Management reduced its General Dynamics (GD) stake by 3% in Q2 2026, selling an estimated $34.9K and leaving 3,328 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #116.

Private Wealth Asset Management first reported a position in GD in Q1 2025 and has held it in 6 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Private Wealth Asset Management held 3,328 shares of General Dynamics worth $1.18M as of Q2 2026.
  • Private Wealth Asset Management sold 102 General Dynamics shares in Q2 2026, an estimated $34.9K.
  • General Dynamics made up 0.11% of Private Wealth Asset Management's portfolio in Q2 2026, its #116 holding.
  • Private Wealth Asset Management first reported a position in General Dynamics in Q1 2025 and has held it in 6 quarters since.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.