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Twin Peaks Wealth Advisors’s General Dynamics GD Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-222
Closed -$76.3K – 993
2026
Q1 		$76.3K Buy
+222
New +$78.7K 0.02% 332
2025
Q3 		– Sell
-150
Closed -$47.2K – 920
2025
Q2 		$47.2K Buy
+150
New +$41.3K 0.02% 357

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

Twin Peaks Wealth Advisors's GD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of General Dynamics (GD) in Q2 2026, closing a stake of 222 shares — an estimated $76.3K sold.

Twin Peaks Wealth Advisors first reported a position in GD in Q2 2025 and held it in 2 quarters. The position peaked at $76.3K in Q1 2026. 2,219 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 222 General Dynamics shares in Q2 2026, an estimated $76.3K.
  • Twin Peaks Wealth Advisors first reported a position in General Dynamics in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's General Dynamics position peaked at $76.3K in Q1 2026.
  • 2,219 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.