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 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 $9.56B 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

Wealth Dimensions Group's GD Position: Q1 2026 in Review

Wealth Dimensions Group increased its General Dynamics (GD) stake by 2.2% in Q1 2026, buying an estimated $5.67K and bringing the position to 729 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #150.

Wealth Dimensions Group first reported a position in GD in Q1 2023 and has held it in 8 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Wealth Dimensions Group held 729 shares of General Dynamics worth $250K as of Q1 2026.
Wealth Dimensions Group bought 16 General Dynamics shares in Q1 2026, an estimated $5.67K.
General Dynamics made up 0.05% of Wealth Dimensions Group's portfolio in Q1 2026, its #150 holding.
Wealth Dimensions Group first reported a position in General Dynamics in Q1 2023 and has held it in 8 quarters since.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

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