Sagespring Wealth Partners’s General Dynamics GD Stock Holding History

Sagespring 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 Q3	$1.72M	Buy	5,181 +474	+10%	+$176K	0.03%	245
2026 Q2	$1.67M	Sell	4,707 -31	-0.7%	-$10.6K	0.03%	241
2026 Q1	$1.63M	Sell	4,738 -202	-4%	-$71.7K	0.03%	222
2025 Q4	$1.66M	Sell	4,940 -40	-0.8%	-$13.6K	0.03%	215
2025 Q3	$1.7M	Buy	4,980 +368	+8%	+$116K	0.03%	209
2025 Q2	$1.35M	Buy	4,612 +893	+24%	+$246K	0.03%	226
2025 Q1	$1.01M	Buy	3,719 +1,083	+41%	+$281K	0.03%	240
2024 Q4	$694K	Buy	+2,636	New	+$759K	0.02%	280

Other funds holding GD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sagespring Wealth Partners's GD Position: Q3 2026 in Review

Sagespring Wealth Partners increased its General Dynamics (GD) stake by 10% in Q3 2026, buying an estimated $176K and bringing the position to 5,181 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #245.

Sagespring Wealth Partners first reported a position in GD in Q4 2024 and has held it in 8 quarters since. 1,390 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Sagespring Wealth Partners held 5,181 shares of General Dynamics worth $1.72M as of Q3 2026.
Sagespring Wealth Partners bought 474 General Dynamics shares in Q3 2026, an estimated $176K.
General Dynamics made up 0.03% of Sagespring Wealth Partners's portfolio in Q3 2026, its #245 holding.
Sagespring Wealth Partners first reported a position in General Dynamics in Q4 2024 and has held it in 8 quarters since.
1,390 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.