Strategic Wealth Partners’s General Dynamics GD Stock Holding History

Strategic Wealth Partners’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	$252K	Sell	734 -57	-7%	-$20.2K	0.02%	276
2025 Q4	$266K	Buy	791 +28	+4%	+$9.55K	0.02%	283
2025 Q3	$260K	Sell	763 -158	-17%	-$49.8K	0.02%	304
2025 Q2	$269K	Buy	+921	New	+$253K	0.02%	289
2024 Q4	$292K	Sell	1,184 -12,297	-91%	-$3.54M	0.02%	265
2024 Q3	$4.07M	Buy	+13,481	New	+$3.96M	0.39%	76
2020 Q2	–	Sell	-1,132	Closed	-$200K	–	144
2020 Q1	$200K	Hold	1,132	–	–	0.1%	133
2019 Q4	$200K	Sell	1,132 -1,055	-48%	-$189K	0.1%	133
2019 Q3	$78.9K	Sell	2,187 -4,687	-68%	-$871K	0.41%	70
2019 Q2	$1.25M	Sell	6,874 -1,116	-14%	-$192K	0.6%	48
2019 Q1	$1.37M	Buy	7,990 +1,255	+19%	+$211K	0.63%	45
2018 Q4	$1.12M	Sell	6,735 -78	-1%	-$14K	0.57%	48
2018 Q3	$1.4M	Buy	6,813 +714	+12%	+$140K	0.74%	37
2018 Q2	$1.14M	Sell	6,099 -1,521	-20%	-$311K	0.66%	38
2018 Q1	$1.68M	Buy	7,620 +4,541	+147%	+$988K	0.87%	30
2017 Q4	$613K	Buy	+3,079	New	+$629K	0.34%	101

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

Strategic Wealth Partners's GD Position: Q1 2026 in Review

Strategic Wealth Partners reduced its General Dynamics (GD) stake by 7.2% in Q1 2026, selling an estimated $20.2K and leaving 734 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #276.

Strategic Wealth Partners first reported a position in GD in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.07M in Q3 2024. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Strategic Wealth Partners held 734 shares of General Dynamics worth $252K as of Q1 2026.
Strategic Wealth Partners sold 57 General Dynamics shares in Q1 2026, an estimated $20.2K.
General Dynamics made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #276 holding.
Strategic Wealth Partners first reported a position in General Dynamics in Q4 2017 and has held it in 16 quarters since.
Strategic Wealth Partners's General Dynamics position peaked at $4.07M in Q3 2024.
2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.