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Wealth Dimensions Group’s General Dynamics GD Stock Holding History

Wealth Dimensions Group’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 		$261K Buy
738
+9
+1% +$3.08K 0.05% 156
2026
Q1 		$250K Buy
729
+16
+2% +$5.67K 0.05% 150
2025
Q4 		$240K Sell
713
-14
-2% -$4.77K 0.05% 147
2025
Q3 		$248K Hold
727
– – 0.05% 157
2025
Q2 		$212K Buy
+727
New +$200K 0.05% 164
2024
Q2 		– Sell
-723
Closed -$204K – 142
2024
Q1 		$204K Buy
+723
New +$193K 0.06% 139
2023
Q4 		– Sell
-1,058
Closed -$234K – 138
2023
Q3 		$234K Hold
1,058
– – 0.08% 119
2023
Q2 		$228K Sell
1,058
-21
-2% -$4.53K 0.08% 124
2023
Q1 		$246K Buy
+1,079
New +$249K 0.1% 116

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

Wealth Dimensions Group's GD Position: Q2 2026 in Review

Wealth Dimensions Group increased its General Dynamics (GD) stake by 1.2% in Q2 2026, buying an estimated $3.08K and bringing the position to 738 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #156.

Wealth Dimensions Group first reported a position in GD in Q1 2023 and has held it in 9 quarters since. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Wealth Dimensions Group held 738 shares of General Dynamics worth $261K as of Q2 2026.
  • Wealth Dimensions Group bought 9 General Dynamics shares in Q2 2026, an estimated $3.08K.
  • General Dynamics made up 0.05% of Wealth Dimensions Group's portfolio in Q2 2026, its #156 holding.
  • Wealth Dimensions Group first reported a position in General Dynamics in Q1 2023 and has held it in 9 quarters since.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.