RSWM
GD icon

Robertson Stephens Wealth Management’s General Dynamics GD Stock Holding History

Robertson Stephens 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 		$277K Sell
808
-63
-7% -$22.3K 0.01% 525
2025
Q4 		$293K Buy
871
+112
+15% +$38.2K 0.01% 525
2025
Q3 		$259K Sell
759
-3,659
-83% -$1.15M 0.01% 471
2025
Q2 		$1.17M Buy
4,418
+3,653
+478% +$1.01M 0.04% 248
2025
Q1 		$209K Sell
765
-76
-9% -$19.8K 0.01% 524
2024
Q4 		$222K Buy
841
+17
+2% +$4.89K 0.01% 531
2024
Q3 		$249K Buy
824
+16
+2% +$4.7K 0.01% 551
2024
Q2 		$234K Sell
808
-794
-50% -$233K 0.01% 455
2024
Q1 		$453K Buy
1,602
+79
+5% +$21.1K 0.02% 357
2023
Q4 		$395K Sell
1,523
-66
-4% -$16.1K 0.02% 345
2023
Q3 		$351K Buy
+1,589
New +$352K 0.02% 359

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

Robertson Stephens Wealth Management's GD Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its General Dynamics (GD) stake by 7.2% in Q1 2026, selling an estimated $22.3K and leaving 808 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #525.

Robertson Stephens Wealth Management first reported a position in GD in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q2 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Robertson Stephens Wealth Management held 808 shares of General Dynamics worth $277K as of Q1 2026.
  • Robertson Stephens Wealth Management sold 63 General Dynamics shares in Q1 2026, an estimated $22.3K.
  • General Dynamics made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #525 holding.
  • Robertson Stephens Wealth Management first reported a position in General Dynamics in Q3 2023 and has held it in 11 quarters since.
  • Robertson Stephens Wealth Management's General Dynamics position peaked at $1.17M in Q2 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.