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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
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 $9.56B 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

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

Stratos Wealth Advisors opened a new position in General Dynamics (GD) in Q1 2026: 2,488 shares worth $854K. The stake represents 0.05% of the portfolio and ranks #286 among its holdings. This is a return to the name: Stratos Wealth Advisors previously reported a position in GD as recently as Q3 2025.

Stratos Wealth Advisors first reported a position in GD in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.83M in Q4 2022. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Stratos Wealth Advisors held 2,488 shares of General Dynamics worth $854K as of Q1 2026.
  • General Dynamics was a new Stratos Wealth Advisors position in Q1 2026.
  • General Dynamics made up 0.05% of Stratos Wealth Advisors's portfolio in Q1 2026, its #286 holding.
  • Stratos Wealth Advisors first reported a position in General Dynamics in Q1 2021 and has held it in 20 quarters since.
  • Stratos Wealth Advisors's General Dynamics position peaked at $3.83M in Q4 2022.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.