U.S. Capital Wealth Advisors’s General Dynamics GD Stock Holding History

U.S. Capital 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	$14.9M	Buy	43,483 +2,215	+5%	+$786K	0.38%	59
2025 Q4	$13.9M	Sell	41,268 -880	-2%	-$300K	0.36%	64
2025 Q3	$14.4M	Sell	42,148 -28,268	-40%	-$8.91M	0.39%	58
2025 Q2	$20.5M	Buy	70,416 +959	+1%	+$264K	0.6%	32
2025 Q1	$18.9M	Buy	69,457 +36,627	+112%	+$9.52M	0.58%	35
2024 Q4	$8.65M	Sell	32,830 -5,272	-14%	-$1.52M	0.27%	75
2024 Q3	$11.5M	Buy	38,102 +1,460	+4%	+$429K	0.41%	60
2024 Q2	$10.6M	Sell	36,642 -263	-0.7%	-$77K	0.4%	59
2024 Q1	$10.4M	Buy	36,905 +324	+0.9%	+$86.7K	0.4%	55
2023 Q4	$9.5M	Buy	36,581 +10,814	+42%	+$2.64M	0.38%	60
2023 Q3	$5.69M	Buy	25,767 +5,098	+25%	+$1.13M	0.26%	88
2023 Q2	$4.45M	Buy	20,669 +10,872	+111%	+$2.35M	0.21%	110
2023 Q1	$2.24M	Buy	9,797 +1,335	+16%	+$308K	0.1%	189
2022 Q4	$2.1M	Buy	8,462 +6,693	+378%	+$1.63M	0.1%	196
2022 Q3	$375K	Sell	1,769 -61	-3%	-$13.8K	0.02%	495
2022 Q2	$405K	Sell	1,830 -29,751	-94%	-$6.85M	0.02%	504
2022 Q1	$7.62M	Buy	31,581 +3,272	+12%	+$727K	0.28%	75
2021 Q4	$5.9M	Buy	28,309 +49	+0.2%	+$9.89K	0.23%	98
2021 Q3	$5.54M	Buy	+28,260	New	+$5.53M	0.24%	103

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

U.S. Capital Wealth Advisors's GD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its General Dynamics (GD) stake by 5.4% in Q1 2026, buying an estimated $786K and bringing the position to 43,483 shares worth $14.9M. The position accounts for 0.38% of the portfolio, ranked #59.

U.S. Capital Wealth Advisors first reported a position in GD in Q3 2021 and has held it in 19 quarters since. The position peaked at $20.5M in Q2 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

U.S. Capital Wealth Advisors held 43,483 shares of General Dynamics worth $14.9M as of Q1 2026.
U.S. Capital Wealth Advisors bought 2,215 General Dynamics shares in Q1 2026, an estimated $786K.
General Dynamics made up 0.38% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #59 holding.
U.S. Capital Wealth Advisors first reported a position in General Dynamics in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's General Dynamics position peaked at $20.5M in Q2 2025.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.