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Simplicity Wealth’s General Dynamics GD Stock Holding History

Simplicity Wealth’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 		$6.35M Buy
17,930
+16,285
+990% +$5.58M 0.21% 109
2026
Q1 		$565K Buy
1,645
+171
+12% +$60.7K 0.03% 427
2025
Q4 		$496K Buy
1,474
+169
+13% +$57.6K 0.03% 429
2025
Q3 		$445K Sell
1,305
-551
-30% -$174K 0.03% 469
2025
Q2 		$541K Buy
1,856
+1,034
+126% +$285K 0.02% 440
2025
Q1 		$224K Buy
+822
New +$214K 0.02% 496
2024
Q4 		– Sell
-782
Closed -$236K – 411
2024
Q3 		$236K Sell
782
-6,656
-89% -$1.96M 0.02% 435
2024
Q2 		$2.16M Buy
7,438
+647
+10% +$190K 0.05% 343
2024
Q1 		$1.92M Buy
+6,791
New +$1.82M 0.05% 357

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

Simplicity Wealth's GD Position: Q2 2026 in Review

Simplicity Wealth increased its General Dynamics (GD) stake by 990% in Q2 2026, buying an estimated $5.58M and bringing the position to 17,930 shares worth $6.35M. The position accounts for 0.21% of the portfolio, ranked #109.

Simplicity Wealth first reported a position in GD in Q1 2024 and has held it in 9 quarters since. 2,211 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Simplicity Wealth held 17,930 shares of General Dynamics worth $6.35M as of Q2 2026.
  • Simplicity Wealth bought 16,285 General Dynamics shares in Q2 2026, an estimated $5.58M.
  • General Dynamics made up 0.21% of Simplicity Wealth's portfolio in Q2 2026, its #109 holding.
  • Simplicity Wealth first reported a position in General Dynamics in Q1 2024 and has held it in 9 quarters since.
  • 2,211 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.