SWM
GD icon

Sculati Wealth Management’s General Dynamics GD Stock Holding History

Sculati 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
Q2 		$2.42M Hold
6,570
– – 0.81% 38
2026
Q1 		$2.25M Sell
6,570
-52
-0.8% -$18.4K 0.83% 37
2025
Q4 		$2.23M Sell
6,622
-18
-0.3% -$6.14K 0.79% 39
2025
Q3 		$2.26M Sell
6,640
-10
-0.2% -$3.15K 0.8% 39
2025
Q2 		$1.94M Buy
6,650
+150
+2% +$41.3K 0.73% 46
2025
Q1 		$1.77M Sell
6,500
-83
-1% -$21.6K 0.72% 41
2024
Q4 		$1.73M Sell
6,583
-85
-1% -$24.5K 0.69% 42
2024
Q3 		$2.02M Buy
6,668
+280
+4% +$82.3K 0.8% 40
2024
Q2 		$1.85M Buy
6,388
+68
+1% +$19.9K 0.79% 45
2024
Q1 		$1.79M Buy
6,320
+523
+9% +$140K 0.77% 44
2023
Q4 		$1.51M Buy
5,797
+627
+12% +$153K 0.7% 49
2023
Q3 		$1.14M Buy
5,170
+1,663
+47% +$368K 0.58% 58
2023
Q2 		$755K Buy
3,507
+1,540
+78% +$332K 0.38% 67
2023
Q1 		$449K Buy
+1,967
New +$454K 0.24% 78

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sculati Wealth Management's GD Position: Q2 2026 in Review

Sculati Wealth Management held its General Dynamics (GD) position steady in Q2 2026 at 6,570 shares worth $2.42M. The position accounts for 0.81% of the portfolio, ranked #38.

Sculati Wealth Management first reported a position in GD in Q1 2023 and has held it in 14 quarters since. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Sculati Wealth Management held 6,570 shares of General Dynamics worth $2.42M as of Q2 2026.
  • Sculati Wealth Management left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.81% of Sculati Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Sculati Wealth Management first reported a position in General Dynamics in Q1 2023 and has held it in 14 quarters since.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.