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 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 $9.56B 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

Quotient Wealth Partners's GD Position: Q1 2026 in Review

Quotient Wealth Partners reduced its General Dynamics (GD) stake by 16% in Q1 2026, selling an estimated $197K and leaving 2,823 shares worth $969K. The position accounts for 0.03% of the portfolio, ranked #122.

Quotient Wealth Partners first reported a position in GD in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.28M in Q4 2023. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Quotient Wealth Partners held 2,823 shares of General Dynamics worth $969K as of Q1 2026.
Quotient Wealth Partners sold 554 General Dynamics shares in Q1 2026, an estimated $197K.
General Dynamics made up 0.03% of Quotient Wealth Partners's portfolio in Q1 2026, its #122 holding.
Quotient Wealth Partners first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's General Dynamics position peaked at $4.28M in Q4 2023.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.