Waterfront Wealth
GD icon

Waterfront Wealth’s General Dynamics GD Stock Holding History

Waterfront 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 		$227K Hold
663
– – 0.04% 286
2026
Q2 		$249K Hold
663
– – 0.04% 273
2026
Q1 		$228K Buy
663
+42
+7% +$14.9K 0.04% 266
2025
Q4 		$226K Sell
621
-8
-1% -$2.73K 0.04% 255
2025
Q3 		$213K Buy
+629
New +$198K 0.04% 255

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Waterfront Wealth's GD Position: Q3 2026 in Review

Waterfront Wealth held its General Dynamics (GD) position steady in Q3 2026 at 663 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #286.

Waterfront Wealth first reported a position in GD in Q3 2025 and has held it in 5 quarters since. The position peaked at $249K in Q2 2026. 1,912 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Waterfront Wealth held 663 shares of General Dynamics worth $227K as of Q3 2026.
  • Waterfront Wealth left its General Dynamics share count unchanged in Q3 2026.
  • General Dynamics made up 0.04% of Waterfront Wealth's portfolio in Q3 2026, its #286 holding.
  • Waterfront Wealth first reported a position in General Dynamics in Q3 2025 and has held it in 5 quarters since.
  • Waterfront Wealth's General Dynamics position peaked at $249K in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.