QFW
GD icon

QTR Family Wealth’s General Dynamics GD Stock Holding History

QTR Family Wealth’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 		$605K Sell
1,709
-34
-2% -$11.6K 0.21% 107
2026
Q1 		$592K Sell
1,743
-4
-0.2% -$1.42K 0.25% 98
2025
Q4 		$627K Hold
1,747
– – 0.28% 84
2025
Q3 		$596K Buy
1,747
+915
+110% +$288K 0.28% 75
2025
Q2 		$243K Buy
+832
New +$229K 0.15% 145

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

QTR Family Wealth's GD Position: Q2 2026 in Review

QTR Family Wealth reduced its General Dynamics (GD) stake by 2% in Q2 2026, selling an estimated $11.6K and leaving 1,709 shares worth $605K. The position accounts for 0.21% of the portfolio, ranked #107.

QTR Family Wealth first reported a position in GD in Q2 2025 and has held it in 5 quarters since. The position peaked at $627K in Q4 2025. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • QTR Family Wealth held 1,709 shares of General Dynamics worth $605K as of Q2 2026.
  • QTR Family Wealth sold 34 General Dynamics shares in Q2 2026, an estimated $11.6K.
  • General Dynamics made up 0.21% of QTR Family Wealth's portfolio in Q2 2026, its #107 holding.
  • QTR Family Wealth first reported a position in General Dynamics in Q2 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's General Dynamics position peaked at $627K in Q4 2025.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.