SteelPeak Wealth’s General Dynamics GD Stock Holding History

SteelPeak 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	–	Sell	-704	Closed	-$237K	–	602
2025 Q4	$237K	Sell	704 -78	-10%	-$26.6K	0.01%	473
2025 Q3	$267K	Buy	+782	New	+$246K	0.01%	491
2025 Q2	–	Sell	-111	Closed	-$30.3K	–	608
2025 Q1	$30.3K	Sell	111 -1,208	-92%	-$314K	﹤0.01%	565
2024 Q4	$348K	Buy	1,319 +203	+18%	+$58.4K	0.01%	389
2024 Q3	$337K	Buy	+1,116	New	+$328K	0.01%	375

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

SteelPeak Wealth's GD Position: Q1 2026 in Review

SteelPeak Wealth sold out of General Dynamics (GD) in Q1 2026, closing a stake of 704 shares — an estimated $237K sold.

SteelPeak Wealth first reported a position in GD in Q3 2024 and held it in 5 quarters. The position peaked at $348K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

SteelPeak Wealth reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 704 General Dynamics shares in Q1 2026, an estimated $237K.
SteelPeak Wealth first reported a position in General Dynamics in Q3 2024 and held it in 5 quarters.
SteelPeak Wealth's General Dynamics position peaked at $348K in Q4 2024.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.