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 Q2	$7.29M	Buy	20,576 +2,799	+16%	+$959K	0.17%	126
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 $9.89B 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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's GD Position: Q2 2026 in Review

WCG Wealth Advisors increased its General Dynamics (GD) stake by 16% in Q2 2026, buying an estimated $959K and bringing the position to 20,576 shares worth $7.29M. The position accounts for 0.17% of the portfolio, ranked #126.

WCG Wealth Advisors first reported a position in GD in Q2 2022 and has held it in 9 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

WCG Wealth Advisors held 20,576 shares of General Dynamics worth $7.29M as of Q2 2026.
WCG Wealth Advisors bought 2,799 General Dynamics shares in Q2 2026, an estimated $959K.
General Dynamics made up 0.17% of WCG Wealth Advisors's portfolio in Q2 2026, its #126 holding.
WCG Wealth Advisors first reported a position in General Dynamics in Q2 2022 and has held it in 9 quarters since.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.