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

Private 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	$107K	Hold	312	–	–	0.03%	128
2025 Q4	$105K	Sell	312 -45	-13%	-$15.3K	0.03%	124
2025 Q3	$122K	Hold	357	–	–	0.03%	110
2025 Q2	$104K	Hold	357	–	–	0.03%	116
2025 Q1	$97.3K	Hold	357	–	–	0.04%	116
2024 Q4	$94.1K	Sell	357 -64	-15%	-$18.4K	0.04%	113
2024 Q3	$127K	Hold	421	–	–	0.05%	93
2024 Q2	$122K	Hold	421	–	–	0.05%	95
2024 Q1	$119K	Hold	421	–	–	0.05%	92
2023 Q4	$109K	Buy	+421	New	+$103K	0.05%	94

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Private Wealth Management Group held its General Dynamics (GD) position steady in Q1 2026 at 312 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #128.

Private Wealth Management Group first reported a position in GD in Q4 2023 and has held it in 10 quarters since. The position peaked at $127K in Q3 2024. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Private Wealth Management Group held 312 shares of General Dynamics worth $107K as of Q1 2026.
Private Wealth Management Group left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.03% of Private Wealth Management Group's portfolio in Q1 2026, its #128 holding.
Private Wealth Management Group first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's General Dynamics position peaked at $127K in Q3 2024.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.