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 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 $9.56B 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

SkyOak Wealth's GD Position: Q1 2026 in Review

SkyOak Wealth reduced its General Dynamics (GD) stake by 60% in Q1 2026, selling an estimated $319K and leaving 600 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #240.

SkyOak Wealth first reported a position in GD in Q4 2024 and has held it in 5 quarters since. The position peaked at $505K in Q4 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

SkyOak Wealth held 600 shares of General Dynamics worth $206K as of Q1 2026.
SkyOak Wealth sold 900 General Dynamics shares in Q1 2026, an estimated $319K.
General Dynamics made up 0.04% of SkyOak Wealth's portfolio in Q1 2026, its #240 holding.
SkyOak Wealth first reported a position in General Dynamics in Q4 2024 and has held it in 5 quarters since.
SkyOak Wealth's General Dynamics position peaked at $505K in Q4 2025.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

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