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Summit Wealth Group (Colorado)’s General Dynamics GD Stock Holding History

Summit Wealth Group (Colorado)’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 		$631K Buy
1,838
+102
+6% +$36.2K 0.07% 151
2025
Q4 		$584K Buy
+1,736
New +$592K 0.08% 132
2025
Q3 		– Sell
-1,732
Closed -$505K – 340
2025
Q2 		$505K Buy
+1,732
New +$477K 0.13% 130

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

Summit Wealth Group (Colorado)'s GD Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its General Dynamics (GD) stake by 5.9% in Q1 2026, buying an estimated $36.2K and bringing the position to 1,838 shares worth $631K. The position accounts for 0.07% of the portfolio, ranked #151.

Summit Wealth Group (Colorado) first reported a position in GD in Q2 2025 and has held it in 3 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Summit Wealth Group (Colorado) held 1,838 shares of General Dynamics worth $631K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 102 General Dynamics shares in Q1 2026, an estimated $36.2K.
  • General Dynamics made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #151 holding.
  • Summit Wealth Group (Colorado) first reported a position in General Dynamics in Q2 2025 and has held it in 3 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.