WWC
GD icon

Waypoint Wealth Counsel’s General Dynamics GD Stock Holding History

Waypoint Wealth Counsel’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 		$340K Sell
991
-561
-36% -$199K 0.18% 120
2025
Q4 		$523K Buy
1,552
+130
+9% +$44.3K 0.19% 102
2025
Q3 		$485K Buy
+1,422
New +$448K 0.19% 98

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

Waypoint Wealth Counsel's GD Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its General Dynamics (GD) stake by 36% in Q1 2026, selling an estimated $199K and leaving 991 shares worth $340K. The position accounts for 0.18% of the portfolio, ranked #120.

Waypoint Wealth Counsel first reported a position in GD in Q3 2025 and has held it in 3 quarters since. The position peaked at $523K in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Waypoint Wealth Counsel held 991 shares of General Dynamics worth $340K as of Q1 2026.
  • Waypoint Wealth Counsel sold 561 General Dynamics shares in Q1 2026, an estimated $199K.
  • General Dynamics made up 0.18% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #120 holding.
  • Waypoint Wealth Counsel first reported a position in General Dynamics in Q3 2025 and has held it in 3 quarters since.
  • Waypoint Wealth Counsel's General Dynamics position peaked at $523K in Q4 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.