Spire Wealth Management
GD icon

Spire Wealth Management’s General Dynamics GD Stock Holding History

Spire Wealth Management’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
Q3 		$1.85M Buy
5,569
+3,654
+191% +$1.36M 0.06% 283
2026
Q2 		$679K Sell
1,915
-1,101
-37% -$377K 0.02% 479
2026
Q1 		$1.04M Sell
3,016
-4,121
-58% -$1.46M 0.04% 376
2025
Q4 		$2.4M Buy
7,137
+1,507
+27% +$514K 0.08% 220
2025
Q3 		$1.92M Buy
5,630
+753
+15% +$237K 0.07% 243
2025
Q2 		$1.42M Buy
4,877
+413
+9% +$114K 0.05% 297
2025
Q1 		$1.22M Sell
4,464
-319
-7% -$82.9K 0.04% 361
2024
Q4 		$1.26M Sell
4,783
-3,342
-41% -$962K 0.04% 336
2024
Q3 		$2.46M Buy
8,125
+3,233
+66% +$950K 0.08% 198
2024
Q2 		$1.42M Sell
4,892
-1,346
-22% -$394K 0.05% 282
2024
Q1 		$1.76M Buy
6,238
+1,014
+19% +$271K 0.03% 269
2023
Q4 		$1.3M Buy
5,224
+1,014
+24% +$247K 0.04% 305
2023
Q3 		$930K Sell
4,210
-1,905
-31% -$421K 0.04% 346
2023
Q2 		$1.32M Sell
6,115
-76
-1% -$16.4K 0.05% 295
2023
Q1 		$1.41M Buy
6,191
+3,583
+137% +$828K 0.06% 283
2022
Q4 		$647K Buy
2,608
+800
+44% +$195K 0.04% 306
2022
Q3 		$384K Sell
1,808
-4,869
-73% -$1.1M 0.02% 387
2022
Q2 		$1.48M Sell
6,677
-2,493
-27% -$574K 0.06% 252
2022
Q1 		$2.21M Buy
9,170
+2,152
+31% +$478K 0.06% 251
2021
Q4 		$1.46M Buy
7,018
+886
+14% +$179K 0.03% 367
2021
Q3 		$1.2M Buy
6,132
+11
+0.2% +$2.15K 0.03% 368
2021
Q2 		$1.15M Sell
6,121
-502
-8% -$94.7K 0.03% 388
2021
Q1 		$1.2M Buy
+6,623
New +$1.08M 0.03% 391

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Spire Wealth Management's GD Position: Q3 2026 in Review

Spire Wealth Management increased its General Dynamics (GD) stake by 191% in Q3 2026, buying an estimated $1.36M and bringing the position to 5,569 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #283.

Spire Wealth Management first reported a position in GD in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.46M in Q3 2024. 1,408 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Spire Wealth Management held 5,569 shares of General Dynamics worth $1.85M as of Q3 2026.
  • Spire Wealth Management bought 3,654 General Dynamics shares in Q3 2026, an estimated $1.36M.
  • General Dynamics made up 0.06% of Spire Wealth Management's portfolio in Q3 2026, its #283 holding.
  • Spire Wealth Management first reported a position in General Dynamics in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's General Dynamics position peaked at $2.46M in Q3 2024.
  • 1,408 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.