SWA
GD icon

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
Q2 		$934K Sell
2,637
-1
-0% -$343 0.08% 82
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 $9.89B 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

Strategies Wealth Advisors's GD Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its General Dynamics (GD) stake by 0.04% in Q2 2026, selling an estimated $343 and leaving 2,637 shares worth $934K. The position accounts for 0.08% of the portfolio, ranked #82.

Strategies Wealth Advisors first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q2 2025. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Strategies Wealth Advisors held 2,637 shares of General Dynamics worth $934K as of Q2 2026.
  • Strategies Wealth Advisors sold 1 General Dynamics share in Q2 2026, an estimated $343.
  • General Dynamics made up 0.08% of Strategies Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Strategies Wealth Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • Strategies Wealth Advisors's General Dynamics position peaked at $1.17M in Q2 2025.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.