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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
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 $9.56B 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

Simplicity Wealth's GD Position: Q1 2026 in Review

Simplicity Wealth increased its General Dynamics (GD) stake by 12% in Q1 2026, buying an estimated $60.7K and bringing the position to 1,645 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #427.

Simplicity Wealth first reported a position in GD in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q2 2024. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Simplicity Wealth held 1,645 shares of General Dynamics worth $565K as of Q1 2026.
  • Simplicity Wealth bought 171 General Dynamics shares in Q1 2026, an estimated $60.7K.
  • General Dynamics made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #427 holding.
  • Simplicity Wealth first reported a position in General Dynamics in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's General Dynamics position peaked at $2.16M in Q2 2024.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.