SkyOak Wealth’s General Dynamics GD Stock Holding History

SkyOak 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	–	Sell	-600	Closed	-$206K	–	261
2026 Q1	$206K	Sell	600 -900	-60%	-$319K	0.04%	240
2025 Q4	$505K	Buy	1,500 +800	+114%	+$273K	0.09%	130
2025 Q3	$239K	Hold	700	–	–	0.05%	223
2025 Q2	$204K	Buy	+700	New	+$193K	0.04%	234
2025 Q1	–	Sell	-800	Closed	-$211K	–	256
2024 Q4	$211K	Buy	+800	New	+$230K	0.05%	235

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SkyOak Wealth's GD Position: Q2 2026 in Review

SkyOak Wealth sold out of General Dynamics (GD) in Q2 2026, closing a stake of 600 shares — an estimated $206K sold.

SkyOak Wealth first reported a position in GD in Q4 2024 and held it in 5 quarters. The position peaked at $505K in Q4 2025. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

SkyOak Wealth reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
SkyOak Wealth sold 600 General Dynamics shares in Q2 2026, an estimated $206K.
SkyOak Wealth first reported a position in General Dynamics in Q4 2024 and held it in 5 quarters.
SkyOak Wealth's General Dynamics position peaked at $505K in Q4 2025.
2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.