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WBH Advisory’s General Dynamics GD Stock Holding History

WBH Advisory’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
Q2 		$436K Hold
1,231
– – 0.03% 267
2026
Q1 		$432K Buy
1,231
+36
+3% +$12.8K 0.03% 250
2025
Q4 		$402K Hold
1,195
– – 0.03% 253
2025
Q3 		$407K Buy
1,195
+167
+16% +$52.6K 0.03% 255
2025
Q2 		$300K Buy
1,028
+200
+24% +$55K 0.03% 287
2025
Q1 		$226K Hold
828
– – 0.02% 306
2024
Q4 		$218K Hold
828
– – 0.02% 303
2024
Q3 		$250K Sell
828
-1
-0.1% -$294 0.02% 289
2024
Q2 		$241K Buy
829
+8
+1% +$2.34K 0.02% 282
2024
Q1 		$232K Buy
+821
New +$220K 0.02% 289
2019
Q4 		– Sell
-1,421
Closed -$259K – 245
2019
Q3 		$259K Buy
1,421
+300
+27% +$55.7K 0.06% 215
2019
Q2 		$208K Sell
1,121
-150
-12% -$25.8K 0.05% 224
2019
Q1 		$215K Sell
1,271
-250
-16% -$42.1K 0.05% 221
2018
Q4 		$239K Sell
1,521
-445
-23% -$79.7K 0.06% 207
2018
Q3 		$402K Hold
1,966
– – 0.1% 171
2018
Q2 		$366K Buy
1,966
+50
+3% +$10.2K 0.09% 171
2018
Q1 		$423K Buy
1,916
+25
+1% +$5.44K 0.12% 159
2017
Q4 		$384K Hold
1,891
– – 0.1% 168
2017
Q3 		$388K Buy
1,891
+50
+3% +$10K 0.11% 162
2017
Q2 		$364K Hold
1,841
– – 0.1% 158
2017
Q1 		$344K Buy
1,841
+300
+19% +$55.5K 0.1% 169
2016
Q4 		$266K Hold
1,541
– – 0.09% 190
2016
Q3 		$239K Hold
1,541
– – 0.08% 192
2016
Q2 		$214K Hold
1,541
– – 0.08% 184
2016
Q1 		$202K Hold
1,541
– – 0.07% 190
2015
Q4 		$211K Hold
1,541
– – 0.07% 188
2015
Q3 		$212K Buy
+1,541
New +$223K 0.09% 180

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBH Advisory's GD Position: Q2 2026 in Review

WBH Advisory held its General Dynamics (GD) position steady in Q2 2026 at 1,231 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #267.

WBH Advisory first reported a position in GD in Q3 2015 and has held it in 27 quarters since. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • WBH Advisory held 1,231 shares of General Dynamics worth $436K as of Q2 2026.
  • WBH Advisory left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #267 holding.
  • WBH Advisory first reported a position in General Dynamics in Q3 2015 and has held it in 27 quarters since.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.