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 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 $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WBI Investments's GD Position: Q1 2026 in Review

WBI Investments opened a new position in General Dynamics (GD) in Q1 2026: 4,914 shares worth $1.69M. The stake represents 0.47% of the portfolio and ranks #44 among its holdings. This is a return to the name: WBI Investments previously reported a position in GD as recently as Q1 2025.

WBI Investments first reported a position in GD in Q1 2015 and has held it in 9 quarters since. The position peaked at $76.1M in Q2 2015. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

WBI Investments held 4,914 shares of General Dynamics worth $1.69M as of Q1 2026.
General Dynamics was a new WBI Investments position in Q1 2026.
General Dynamics made up 0.47% of WBI Investments's portfolio in Q1 2026, its #44 holding.
WBI Investments first reported a position in General Dynamics in Q1 2015 and has held it in 9 quarters since.
WBI Investments's General Dynamics position peaked at $76.1M in Q2 2015.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.