SWA
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Strategies Wealth Advisors’s General Dynamics GD Stock Holding History

Strategies Wealth Advisors’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 		$906K Sell
2,638
-281
-10% -$99.7K 0.09% 67
2025
Q4 		$983K Sell
2,919
-75
-3% -$25.6K 0.1% 60
2025
Q3 		$1.02M Sell
2,994
-1,010
-25% -$318K 0.11% 57
2025
Q2 		$1.17M Buy
4,004
+32
+0.8% +$8.81K 0.13% 52
2025
Q1 		$1.08M Buy
3,972
+244
+7% +$63.4K 0.13% 51
2024
Q4 		$940K Buy
+3,728
New +$1.07M 0.12% 53

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategies Wealth Advisors's GD Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its General Dynamics (GD) stake by 9.6% in Q1 2026, selling an estimated $99.7K and leaving 2,638 shares worth $906K. The position accounts for 0.09% of the portfolio, ranked #67.

Strategies Wealth Advisors first reported a position in GD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q2 2025. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Strategies Wealth Advisors held 2,638 shares of General Dynamics worth $906K as of Q1 2026.
  • Strategies Wealth Advisors sold 281 General Dynamics shares in Q1 2026, an estimated $99.7K.
  • General Dynamics made up 0.09% of Strategies Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Strategies Wealth Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's General Dynamics position peaked at $1.17M in Q2 2025.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.