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SIMA Wealth Partners’s General Dynamics GD Stock Holding History

SIMA 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
Q2 		$42.5K Hold
120
– – 0.03% 82
2026
Q1 		$41.2K Hold
120
– – 0.03% 85
2025
Q4 		$40.4K Hold
120
– – 0.03% 83
2025
Q3 		$40.9K Hold
120
– – 0.03% 84
2025
Q2 		$35K Hold
120
– – 0.03% 89
2025
Q1 		$32.7K Hold
120
– – 0.03% 98
2024
Q4 		$31.6K Hold
120
– – 0.03% 103
2024
Q3 		$36.3K Hold
120
– – 0.03% 89
2024
Q2 		$34.8K Buy
+120
New +$35.1K 0.03% 89

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

SIMA Wealth Partners's GD Position: Q2 2026 in Review

SIMA Wealth Partners held its General Dynamics (GD) position steady in Q2 2026 at 120 shares worth $42.5K. The position accounts for 0.03% of the portfolio, ranked #82.

SIMA Wealth Partners first reported a position in GD in Q2 2024 and has held it in 9 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • SIMA Wealth Partners held 120 shares of General Dynamics worth $42.5K as of Q2 2026.
  • SIMA Wealth Partners left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.03% of SIMA Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • SIMA Wealth Partners first reported a position in General Dynamics in Q2 2024 and has held it in 9 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.