TWM
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TRB Wealth Management’s General Dynamics GD Stock Holding History

TRB Wealth Management’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 		$1.09M Sell
3,072
-29
-0.9% -$9.93K 0.14% 87
2026
Q1 		$1.06M Buy
+3,101
New +$1.1M 0.15% 85

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

TRB Wealth Management's GD Position: Q2 2026 in Review

TRB Wealth Management reduced its General Dynamics (GD) stake by 0.94% in Q2 2026, selling an estimated $9.93K and leaving 3,072 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #87.

TRB Wealth Management first reported a position in GD in Q1 2026 and has held it in 2 quarters since. 2,199 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • TRB Wealth Management held 3,072 shares of General Dynamics worth $1.09M as of Q2 2026.
  • TRB Wealth Management sold 29 General Dynamics shares in Q2 2026, an estimated $9.93K.
  • General Dynamics made up 0.14% of TRB Wealth Management's portfolio in Q2 2026, its #87 holding.
  • TRB Wealth Management first reported a position in General Dynamics in Q1 2026 and has held it in 2 quarters since.
  • 2,199 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.