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Stratos Wealth Advisors’s General Dynamics GD Stock Holding History

Stratos 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 		$690K Sell
1,947
-541
-22% -$185K 0.04% 339
2026
Q1 		$854K Buy
+2,488
New +$883K 0.05% 286
2025
Q4 		– Sell
-628
Closed -$214K – 669
2025
Q3 		$214K Sell
628
-340
-35% -$107K 0.01% 632
2025
Q2 		$283K Sell
968
-154
-14% -$42.4K 0.01% 557
2025
Q1 		$306K Sell
1,122
-115
-9% -$29.9K 0.02% 548
2024
Q4 		$326K Buy
1,237
+76
+7% +$21.9K 0.02% 566
2024
Q3 		$351K Sell
1,161
-159
-12% -$46.7K 0.02% 582
2024
Q2 		$383K Sell
1,320
-3,631
-73% -$1.06M 0.02% 526
2024
Q1 		$1.4M Sell
4,951
-7,381
-60% -$1.97M 0.08% 260
2023
Q4 		$3.2M Buy
12,332
+147
+1% +$35.9K 0.18% 158
2023
Q3 		$2.69M Sell
12,185
-2,663
-18% -$589K 0.18% 154
2023
Q2 		$3.19M Sell
14,848
-344
-2% -$74.2K 0.23% 127
2023
Q1 		$3.47M Sell
15,192
-263
-2% -$60.8K 0.27% 108
2022
Q4 		$3.83M Buy
15,455
+1,122
+8% +$274K 0.32% 93
2022
Q3 		$3.04M Buy
14,333
+1,030
+8% +$233K 0.32% 83
2022
Q2 		$2.94M Buy
13,303
+600
+5% +$138K 0.27% 102
2022
Q1 		$3.06M Sell
12,703
-372
-3% -$82.6K 0.25% 110
2021
Q4 		$2.73M Sell
13,075
-344
-3% -$69.5K 0.2% 147
2021
Q3 		$2.63M Buy
13,419
+3,951
+42% +$773K 0.22% 123
2021
Q2 		$1.78M Buy
9,468
+1,558
+20% +$294K 0.16% 172
2021
Q1 		$1.44M Buy
+7,910
New +$1.29M 0.15% 170

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

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

Stratos Wealth Advisors reduced its General Dynamics (GD) stake by 22% in Q2 2026, selling an estimated $185K and leaving 1,947 shares worth $690K. The position accounts for 0.04% of the portfolio, ranked #339.

Stratos Wealth Advisors first reported a position in GD in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.83M in Q4 2022. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Stratos Wealth Advisors held 1,947 shares of General Dynamics worth $690K as of Q2 2026.
  • Stratos Wealth Advisors sold 541 General Dynamics shares in Q2 2026, an estimated $185K.
  • General Dynamics made up 0.04% of Stratos Wealth Advisors's portfolio in Q2 2026, its #339 holding.
  • Stratos Wealth Advisors first reported a position in General Dynamics in Q1 2021 and has held it in 21 quarters since.
  • Stratos Wealth Advisors's General Dynamics position peaked at $3.83M in Q4 2022.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.