SimplyRich’s General Dynamics GD Stock Holding History

SimplyRich’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	$412K	Hold	1,203	–	–	0.11%	171
2025 Q4	$405K	Hold	1,203	–	–	0.11%	151
2025 Q3	$410K	Hold	1,203	–	–	0.11%	154
2025 Q2	$350K	Hold	1,203	–	–	0.1%	171
2025 Q1	$327K	Hold	1,203	–	–	0.09%	170
2024 Q4	$316K	Hold	1,203	–	–	0.09%	175
2024 Q3	$363K	Hold	1,203	–	–	0.1%	160
2024 Q2	$349K	Hold	1,203	–	–	0.11%	134
2024 Q1	$340K	Hold	1,203	–	–	0.11%	140
2023 Q4	$312K	Hold	1,203	–	–	0.11%	138
2023 Q3	$265K	Hold	1,203	–	–	0.13%	125
2023 Q2	$258K	Hold	1,203	–	–	0.09%	155
2023 Q1	$274K	Hold	1,203	–	–	0.1%	152
2022 Q4	$298K	Hold	1,203	–	–	0.12%	140
2022 Q3	$255K	Hold	1,203	–	–	0.11%	140
2022 Q2	$266K	Hold	1,203	–	–	0.11%	138
2022 Q1	$290K	Hold	1,203	–	–	0.1%	147
2021 Q4	$251K	Hold	1,203	–	–	0.08%	159
2021 Q3	$235K	Hold	1,203	–	–	0.09%	158
2021 Q2	$226K	Hold	1,203	–	–	0.1%	150
2021 Q1	$218K	Buy	+1,203	New	+$197K	0.09%	158
2020 Q1	–	Sell	-1,475	Closed	-$260K	–	133
2019 Q4	$260K	Hold	1,475	–	–	0.13%	137
2019 Q3	$270K	Hold	1,475	–	–	0.15%	129
2019 Q2	$268K	Buy	+1,475	New	+$254K	0.15%	130
2018 Q4	–	Sell	-1,735	Closed	-$355K	–	101
2018 Q3	$355K	Hold	1,735	–	–	0.19%	127
2018 Q2	$323K	Hold	1,735	–	–	0.19%	132
2018 Q1	$383K	Hold	1,735	–	–	0.21%	126
2017 Q4	$353K	Buy	+1,735	New	+$354K	0.2%	127

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SimplyRich's GD Position: Q1 2026 in Review

SimplyRich held its General Dynamics (GD) position steady in Q1 2026 at 1,203 shares worth $412K. The position accounts for 0.11% of the portfolio, ranked #171.

SimplyRich first reported a position in GD in Q4 2017 and has held it in 28 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

SimplyRich held 1,203 shares of General Dynamics worth $412K as of Q1 2026.
SimplyRich left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.11% of SimplyRich's portfolio in Q1 2026, its #171 holding.
SimplyRich first reported a position in General Dynamics in Q4 2017 and has held it in 28 quarters since.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.