Shelton Wealth Management
GD icon

Shelton Wealth Management’s General Dynamics GD Stock Holding History

Shelton 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
Q3 		$1.63M Sell
4,926
-113
-2% -$42K 0.64% 49
2026
Q2 		$1.79M Buy
5,039
+507
+11% +$174K 0.7% 44
2026
Q1 		$1.56M Buy
4,532
+2,528
+126% +$897K 0.68% 38
2025
Q4 		$675K Buy
+2,004
New +$683K 0.29% 87

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Shelton Wealth Management's GD Position: Q3 2026 in Review

Shelton Wealth Management reduced its General Dynamics (GD) stake by 2.2% in Q3 2026, selling an estimated $42K and leaving 4,926 shares worth $1.63M. The position accounts for 0.64% of the portfolio, ranked #49.

Shelton Wealth Management first reported a position in GD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.79M in Q2 2026. 1,912 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Shelton Wealth Management held 4,926 shares of General Dynamics worth $1.63M as of Q3 2026.
  • Shelton Wealth Management sold 113 General Dynamics shares in Q3 2026, an estimated $42K.
  • General Dynamics made up 0.64% of Shelton Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Shelton Wealth Management first reported a position in General Dynamics in Q4 2025 and has held it in 4 quarters since.
  • Shelton Wealth Management's General Dynamics position peaked at $1.79M in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Shelton Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.