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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
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

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

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

Sagespring Wealth Partners reduced its General Dynamics (GD) stake by 4.1% in Q1 2026, selling an estimated $71.7K and leaving 4,738 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #222.

Sagespring Wealth Partners first reported a position in GD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.7M in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Sagespring Wealth Partners held 4,738 shares of General Dynamics worth $1.63M as of Q1 2026.
  • Sagespring Wealth Partners sold 202 General Dynamics shares in Q1 2026, an estimated $71.7K.
  • General Dynamics made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #222 holding.
  • Sagespring Wealth Partners first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's General Dynamics position peaked at $1.7M in Q3 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.