Quotient Wealth Partners’s General Dynamics GD Stock Holding History

Quotient Wealth Partners’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	Buy	3,322 +499	+18%	+$171K	0.03%	125
2026 Q1	$969K	Sell	2,823 -554	-16%	-$197K	0.03%	122
2025 Q4	$1.14M	Sell	3,377 -30	-0.9%	-$10.2K	0.03%	110
2025 Q3	$1.16M	Sell	3,407 -497	-13%	-$157K	0.03%	103
2025 Q2	$1.14M	Buy	3,904 +223	+6%	+$61.4K	0.03%	106
2025 Q1	$1M	Buy	3,681 +272	+8%	+$70.7K	0.03%	107
2024 Q4	$898K	Sell	3,409 -341	-9%	-$98.2K	0.03%	114
2024 Q3	$1.13M	Sell	3,750 -593	-14%	-$174K	0.04%	100
2024 Q2	$1.26M	Sell	4,343 -5,869	-57%	-$1.72M	0.04%	88
2024 Q1	$2.88M	Sell	10,212 -6,251	-38%	-$1.67M	0.1%	60
2023 Q4	$4.28M	Buy	+16,463	New	+$4.02M	0.17%	62

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

Quotient Wealth Partners's GD Position: Q2 2026 in Review

Quotient Wealth Partners increased its General Dynamics (GD) stake by 18% in Q2 2026, buying an estimated $171K and bringing the position to 3,322 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #125.

Quotient Wealth Partners first reported a position in GD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.28M in Q4 2023. 2,211 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Quotient Wealth Partners held 3,322 shares of General Dynamics worth $1.18M as of Q2 2026.
Quotient Wealth Partners bought 499 General Dynamics shares in Q2 2026, an estimated $171K.
General Dynamics made up 0.03% of Quotient Wealth Partners's portfolio in Q2 2026, its #125 holding.
Quotient Wealth Partners first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's General Dynamics position peaked at $4.28M in Q4 2023.
2,211 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.