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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
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 $9.56B 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

Twin Peaks Wealth Advisors's GD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in General Dynamics (GD) in Q1 2026: 222 shares worth $76.3K. The stake represents 0.02% of the portfolio and ranks #332 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in GD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in GD in Q2 2025 and has held it in 2 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Twin Peaks Wealth Advisors held 222 shares of General Dynamics worth $76.3K as of Q1 2026.
  • General Dynamics was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • General Dynamics made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #332 holding.
  • Twin Peaks Wealth Advisors first reported a position in General Dynamics in Q2 2025 and has held it in 2 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.