Provenance Wealth Advisors’s General Dynamics GD Stock Holding History

Provenance Wealth Advisors’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	$22.3K	Buy	+63	New	+$21.6K	﹤0.01%	285
2025 Q2	–	Sell	-12	Closed	-$3.27K	–	469
2025 Q1	$3.27K	Hold	12	–	–	﹤0.01%	374
2024 Q4	$3.16K	Hold	12	–	–	﹤0.01%	397
2024 Q3	$3.63K	Hold	12	–	–	﹤0.01%	420
2024 Q2	$3.48K	Hold	12	–	–	﹤0.01%	343
2024 Q1	$3.39K	Hold	12	–	–	﹤0.01%	369
2023 Q4	$3.12K	Hold	12	–	–	﹤0.01%	399
2023 Q3	$2.65K	Buy	+12	New	+$2.65K	﹤0.01%	299

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Provenance Wealth Advisors's GD Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in General Dynamics (GD) in Q2 2026: 63 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in GD as recently as Q1 2025.

Provenance Wealth Advisors first reported a position in GD in Q3 2023 and has held it in 8 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Provenance Wealth Advisors held 63 shares of General Dynamics worth $22.3K as of Q2 2026.
General Dynamics was a new Provenance Wealth Advisors position in Q2 2026.
General Dynamics made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #285 holding.
Provenance Wealth Advisors first reported a position in General Dynamics in Q3 2023 and has held it in 8 quarters since.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.