TritonPoint Wealth’s General Dynamics GD Stock Holding History

TritonPoint 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	$248K	Buy	723 +38	+6%	+$13.5K	0.03%	241
2025 Q4	$231K	Sell	685 -2,544	-79%	-$868K	0.02%	247
2025 Q3	$1.1M	Sell	3,229 -105	-3%	-$33.1K	0.09%	148
2025 Q2	$972K	Sell	3,334 -54	-2%	-$14.9K	0.09%	156
2025 Q1	$923K	Buy	3,388 +57	+2%	+$14.8K	0.09%	164
2024 Q4	$878K	Sell	3,331 -304	-8%	-$87.5K	0.08%	164
2024 Q3	$1.09M	Sell	3,635 -268	-7%	-$78.8K	0.1%	146
2024 Q2	$1.13M	Sell	3,903 -293	-7%	-$85.8K	0.11%	141
2024 Q1	$1.14M	Sell	4,196 -224	-5%	-$59.9K	0.12%	136
2023 Q4	$1.15M	Buy	+4,420	New	+$1.08M	0.11%	139

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TritonPoint Wealth's GD Position: Q1 2026 in Review

TritonPoint Wealth increased its General Dynamics (GD) stake by 5.5% in Q1 2026, buying an estimated $13.5K and bringing the position to 723 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #241.

TritonPoint Wealth first reported a position in GD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2023. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

TritonPoint Wealth held 723 shares of General Dynamics worth $248K as of Q1 2026.
TritonPoint Wealth bought 38 General Dynamics shares in Q1 2026, an estimated $13.5K.
General Dynamics made up 0.03% of TritonPoint Wealth's portfolio in Q1 2026, its #241 holding.
TritonPoint Wealth first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's General Dynamics position peaked at $1.15M in Q4 2023.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.