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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
Q2 		$686K Buy
1,937
+99
+5% +$33.9K 0.06% 174
2026
Q1 		$631K Buy
1,838
+102
+6% +$36.2K 0.07% 151
2025
Q4 		$584K Sell
1,736
-3,317
-66% -$1.13M 0.08% 132
2025
Q3 		$1.12M Buy
5,053
+3,321
+192% +$1.05M 0.12% 148
2025
Q2 		$505K Buy
+1,732
New +$477K 0.13% 130

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

Summit Wealth Group (Colorado)'s GD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its General Dynamics (GD) stake by 5.4% in Q2 2026, buying an estimated $33.9K and bringing the position to 1,937 shares worth $686K. The position accounts for 0.06% of the portfolio, ranked #174.

Summit Wealth Group (Colorado) first reported a position in GD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2025. 2,219 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,937 shares of General Dynamics worth $686K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 99 General Dynamics shares in Q2 2026, an estimated $33.9K.
  • General Dynamics made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #174 holding.
  • Summit Wealth Group (Colorado) first reported a position in General Dynamics in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s General Dynamics position peaked at $1.12M in Q3 2025.
  • 2,219 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.