WCG Wealth Advisors’s General Dynamics GD Stock Holding History

WCG Wealth Advisors’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	$6.1M	Buy	17,777 +350	+2%	+$124K	0.17%	132
2025 Q4	$5.87M	Buy	+17,427	New	+$5.94M	0.16%	133
2024 Q1	–	Sell	-10,349	Closed	-$2.69M	–	280
2023 Q4	$2.69M	Sell	10,349 -1,174	-10%	-$286K	0.2%	106
2023 Q3	$2.57M	Buy	11,523 +1,519	+15%	+$336K	0.19%	117
2023 Q2	$2.15M	Sell	10,004 -74	-0.7%	-$16K	0.25%	76
2023 Q1	$2.3M	Buy	+10,078	New	+$2.33M	0.29%	71
2022 Q4	–	Sell	-8,435	Closed	-$1.94M	–	199
2022 Q3	$1.94M	Sell	8,435 -355	-4%	-$80.2K	0.26%	78
2022 Q2	$1.95M	Buy	+8,790	New	+$2.02M	0.27%	72

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

WCG Wealth Advisors's GD Position: Q1 2026 in Review

WCG Wealth Advisors increased its General Dynamics (GD) stake by 2% in Q1 2026, buying an estimated $124K and bringing the position to 17,777 shares worth $6.1M. The position accounts for 0.17% of the portfolio, ranked #132.

WCG Wealth Advisors first reported a position in GD in Q2 2022 and has held it in 8 quarters since. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

WCG Wealth Advisors held 17,777 shares of General Dynamics worth $6.1M as of Q1 2026.
WCG Wealth Advisors bought 350 General Dynamics shares in Q1 2026, an estimated $124K.
General Dynamics made up 0.17% of WCG Wealth Advisors's portfolio in Q1 2026, its #132 holding.
WCG Wealth Advisors first reported a position in General Dynamics in Q2 2022 and has held it in 8 quarters since.
2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.