WBI Investments’s General Dynamics GD Stock Holding History

WBI Investments’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	$891K	Sell	2,514 -2,400	-49%	-$822K	0.22%	117
2026 Q1	$1.69M	Buy	+4,914	New	+$1.74M	0.47%	44
2025 Q2	–	Sell	-787	Closed	-$215K	–	290
2025 Q1	$215K	Buy	+787	New	+$205K	0.06%	213
2023 Q1	–	Sell	-3,608	Closed	-$895K	–	197
2022 Q4	$895K	Buy	+3,608	New	+$880K	0.19%	106
2022 Q3	–	Sell	-40,516	Closed	-$8.74M	–	124
2022 Q2	$8.74M	Buy	+40,516	New	+$9.32M	1.89%	14
2021 Q4	–	Sell	-17,027	Closed	-$3.22M	–	193
2021 Q3	$3.22M	Buy	17,027 +4,137	+32%	+$810K	0.54%	46
2021 Q2	$2.43M	Buy	+12,890	New	+$2.43M	0.37%	63
2018 Q2	–	Sell	-80,073	Closed	-$17.7M	–	251
2018 Q1	$17.7M	Buy	+80,073	New	+$17.4M	0.91%	32
2015 Q3	–	Sell	-536,980	Closed	-$76.1M	–	193
2015 Q2	$76.1M	Buy	536,980 +338,636	+171%	+$47M	1.92%	15
2015 Q1	$26.9M	Buy	+198,344	New	+$27.2M	0.64%	40

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBI Investments's GD Position: Q2 2026 in Review

WBI Investments reduced its General Dynamics (GD) stake by 49% in Q2 2026, selling an estimated $822K and leaving 2,514 shares worth $891K. The position accounts for 0.22% of the portfolio, ranked #117.

WBI Investments first reported a position in GD in Q1 2015 and has held it in 10 quarters since. The position peaked at $76.1M in Q2 2015. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

WBI Investments held 2,514 shares of General Dynamics worth $891K as of Q2 2026.
WBI Investments sold 2,400 General Dynamics shares in Q2 2026, an estimated $822K.
General Dynamics made up 0.22% of WBI Investments's portfolio in Q2 2026, its #117 holding.
WBI Investments first reported a position in General Dynamics in Q1 2015 and has held it in 10 quarters since.
WBI Investments's General Dynamics position peaked at $76.1M in Q2 2015.
2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.