Waldron Private Wealth’s General Dynamics GD Stock Holding History

Waldron Private 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 Q3	$343K	Sell	1,035 -56	-5%	-$20.8K	0.01%	270
2026 Q2	$386K	Buy	1,091 +23	+2%	+$7.88K	0.01%	263
2026 Q1	$367K	Buy	1,068 +137	+15%	+$48.6K	0.01%	245
2025 Q4	$313K	Hold	931	–	–	0.01%	264
2025 Q3	$317K	Sell	931 -59	-6%	-$18.6K	0.01%	251
2025 Q2	$289K	Sell	990 -53	-5%	-$14.6K	0.01%	256
2025 Q1	$284K	Buy	1,043 +283	+37%	+$73.6K	0.01%	252
2024 Q4	$200K	Sell	760 -8	-1%	-$2.3K	0.01%	402
2024 Q3	$232K	Buy	768 +71	+10%	+$20.9K	0.01%	371
2024 Q2	$202K	Buy	+697	New	+$204K	0.01%	391

Other funds holding GD

Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Waldron Private Wealth's GD Position: Q3 2026 in Review

Waldron Private Wealth reduced its General Dynamics (GD) stake by 5.1% in Q3 2026, selling an estimated $20.8K and leaving 1,035 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #270.

Waldron Private Wealth first reported a position in GD in Q2 2024 and has held it in 10 quarters since. The position peaked at $386K in Q2 2026. 1,491 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Waldron Private Wealth held 1,035 shares of General Dynamics worth $343K as of Q3 2026.
Waldron Private Wealth sold 56 General Dynamics shares in Q3 2026, an estimated $20.8K.
General Dynamics made up 0.01% of Waldron Private Wealth's portfolio in Q3 2026, its #270 holding.
Waldron Private Wealth first reported a position in General Dynamics in Q2 2024 and has held it in 10 quarters since.
Waldron Private Wealth's General Dynamics position peaked at $386K in Q2 2026.
1,491 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.