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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
Q2 		$204K Sell
577
-157
-21% -$53.8K 0.01% 311
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 $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Wealth Partners's GD Position: Q2 2026 in Review

Strategic Wealth Partners reduced its General Dynamics (GD) stake by 21% in Q2 2026, selling an estimated $53.8K and leaving 577 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #311.

Strategic Wealth Partners first reported a position in GD in Q4 2017 and has held it in 17 quarters since. The position peaked at $4.07M in Q3 2024. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Strategic Wealth Partners held 577 shares of General Dynamics worth $204K as of Q2 2026.
  • Strategic Wealth Partners sold 157 General Dynamics shares in Q2 2026, an estimated $53.8K.
  • General Dynamics made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #311 holding.
  • Strategic Wealth Partners first reported a position in General Dynamics in Q4 2017 and has held it in 17 quarters since.
  • Strategic Wealth Partners's General Dynamics position peaked at $4.07M in Q3 2024.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.