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Trajan Wealth’s General Dynamics GD Stock Holding History

Trajan Wealth’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 		$17.2M Buy
50,222
+5,836
+13% +$2.07M 0.7% 42
2025
Q4 		$14.9M Buy
44,386
+3,015
+7% +$1.03M 0.62% 46
2025
Q3 		$14.1M Buy
41,371
+4,469
+12% +$1.41M 0.61% 44
2025
Q2 		$10.8M Buy
36,902
+2,628
+8% +$723K 0.53% 48
2025
Q1 		$9.34M Buy
34,274
+4,983
+17% +$1.3M 0.51% 51
2024
Q4 		$7.72M Buy
29,291
+2,156
+8% +$621K 0.43% 57
2024
Q3 		$8.2M Buy
27,135
+1,773
+7% +$521K 0.48% 50
2024
Q2 		$7.36M Buy
25,362
+914
+4% +$268K 0.47% 50
2024
Q1 		$6.91M Buy
+24,448
New +$6.54M 0.47% 52

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

Trajan Wealth's GD Position: Q1 2026 in Review

Trajan Wealth increased its General Dynamics (GD) stake by 13% in Q1 2026, buying an estimated $2.07M and bringing the position to 50,222 shares worth $17.2M. The position accounts for 0.7% of the portfolio, ranked #42.

Trajan Wealth first reported a position in GD in Q1 2024 and has held it in 9 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Trajan Wealth held 50,222 shares of General Dynamics worth $17.2M as of Q1 2026.
  • Trajan Wealth bought 5,836 General Dynamics shares in Q1 2026, an estimated $2.07M.
  • General Dynamics made up 0.7% of Trajan Wealth's portfolio in Q1 2026, its #42 holding.
  • Trajan Wealth first reported a position in General Dynamics in Q1 2024 and has held it in 9 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.