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Triad Wealth Partners’s General Dynamics GD Stock Holding History

Triad Wealth Partners’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 		$337K Buy
+882
New +$302K 0.02% 415
2024
Q3 		– Sell
-327
Closed -$94.9K – 370
2024
Q2 		$94.9K Buy
+327
New +$95.8K 0.05% 161

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

Triad Wealth Partners's GD Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in General Dynamics (GD) in Q2 2026: 882 shares worth $337K. The stake represents 0.02% of the portfolio and ranks #415 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in GD as recently as Q2 2024.

Triad Wealth Partners first reported a position in GD in Q2 2024 and has held it in 2 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Triad Wealth Partners held 882 shares of General Dynamics worth $337K as of Q2 2026.
  • General Dynamics was a new Triad Wealth Partners position in Q2 2026.
  • General Dynamics made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #415 holding.
  • Triad Wealth Partners first reported a position in General Dynamics in Q2 2024 and has held it in 2 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.