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RKL Wealth Management’s General Dynamics GD Stock Holding History

RKL Wealth Management’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 		$2.81M Sell
8,181
-336
-4% -$119K 0.25% 55
2025
Q4 		$2.87M Buy
8,517
+850
+11% +$290K 0.24% 54
2025
Q3 		$2.61M Sell
7,667
-22
-0.3% -$6.93K 0.22% 58
2025
Q2 		$2.24M Buy
7,689
+177
+2% +$48.7K 0.2% 62
2025
Q1 		$2.05M Buy
7,512
+103
+1% +$26.8K 0.19% 70
2024
Q4 		$1.95M Buy
7,409
+105
+1% +$30.2K 0.17% 72
2024
Q3 		$2.21M Buy
7,304
+147
+2% +$43.2K 0.2% 63
2024
Q2 		$2.08M Buy
7,157
+89
+1% +$26.1K 0.2% 58
2024
Q1 		$2M Buy
7,068
+164
+2% +$43.9K 0.2% 60
2023
Q4 		$1.79M Sell
6,904
-62
-0.9% -$15.1K 0.19% 59
2023
Q3 		$1.54M Buy
6,966
+142
+2% +$31.4K 0.19% 61
2023
Q2 		$1.47M Buy
6,824
+4,704
+222% +$1.01M 0.17% 63
2023
Q1 		$484K Buy
2,120
+1
+0% +$231 0.06% 95
2022
Q4 		$526K Hold
2,119
– – 0.07% 91
2022
Q3 		$450K Buy
2,119
+13
+0.6% +$2.94K 0.06% 93
2022
Q2 		$466K Buy
2,106
+93
+5% +$21.4K 0.06% 95
2022
Q1 		$485K Hold
2,013
– – 0.06% 99
2021
Q4 		$420K Hold
2,013
– – 0.05% 95
2021
Q3 		$395K Sell
2,013
-26
-1% -$5.09K 0.05% 95
2021
Q2 		$384K Buy
2,039
+73
+4% +$13.8K 0.05% 101
2021
Q1 		$357K Sell
1,966
-4
-0.2% -$653 0.05% 103
2020
Q4 		$293K Hold
1,970
– – 0.04% 107
2020
Q3 		$273K Hold
1,970
– – 0.04% 107
2020
Q2 		$294K Hold
1,970
– – 0.05% 98
2020
Q1 		$261K Sell
1,970
-102
-5% -$16.9K 0.05% 103
2019
Q4 		$365K Sell
2,072
-180
-8% -$32.3K 0.07% 99
2019
Q3 		$412K Sell
2,252
-17
-0.7% -$3.16K 0.08% 100
2019
Q2 		$413K Buy
2,269
+181
+9% +$31.2K 0.08% 101
2019
Q1 		$355K Sell
2,088
-47
-2% -$7.92K 0.07% 108
2018
Q4 		$336K Buy
2,135
+47
+2% +$8.42K 0.08% 107
2018
Q3 		$428K Sell
2,088
-262
-11% -$51.3K 0.09% 105
2018
Q2 		$438K Sell
2,350
-236
-9% -$48.3K 0.1% 106
2018
Q1 		$570K Buy
2,586
+200
+8% +$43.5K 0.13% 97
2017
Q4 		$487K Sell
2,386
-200
-8% -$40.9K 0.12% 102
2017
Q3 		$532K Hold
2,586
– – 0.15% 102
2017
Q2 		$515K Buy
2,586
+482
+23% +$94.4K 0.16% 102
2017
Q1 		$393K Hold
2,104
– – 0.16% 92
2016
Q4 		$363K Buy
2,104
+264
+14% +$43.2K 0.18% 70
2016
Q3 		$285K Sell
1,840
-31
-2% -$4.62K 0.14% 65
2016
Q2 		$262K Buy
1,871
+31
+2% +$4.32K 0.14% 65
2016
Q1 		$242K Sell
1,840
-30
-2% -$3.98K 0.14% 55
2015
Q4 		$257 Sell
1,870
-84
-4% -$12K 0.12% 50
2015
Q3 		$270K Hold
1,954
– – 0.17% 48
2015
Q2 		$277K Hold
1,954
– – 0.17% 48
2015
Q1 		$265K Hold
1,954
– – 0.16% 53
2014
Q4 		$269K Sell
1,954
-130
-6% -$17.7K 0.18% 52
2014
Q3 		$265K Hold
2,084
– – 0.19% 56
2014
Q2 		$243K Hold
2,084
– – 0.18% 55
2014
Q1 		$227K Buy
+2,084
New +$216K 0.17% 58

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RKL Wealth Management's GD Position: Q1 2026 in Review

RKL Wealth Management reduced its General Dynamics (GD) stake by 3.9% in Q1 2026, selling an estimated $119K and leaving 8,181 shares worth $2.81M. The position accounts for 0.25% of the portfolio, ranked #55.

RKL Wealth Management first reported a position in GD in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.87M in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • RKL Wealth Management held 8,181 shares of General Dynamics worth $2.81M as of Q1 2026.
  • RKL Wealth Management sold 336 General Dynamics shares in Q1 2026, an estimated $119K.
  • General Dynamics made up 0.25% of RKL Wealth Management's portfolio in Q1 2026, its #55 holding.
  • RKL Wealth Management first reported a position in General Dynamics in Q1 2014 and has held it in 49 quarters since.
  • RKL Wealth Management's General Dynamics position peaked at $2.87M in Q4 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.