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Wealth Preservation Advisors’s General Dynamics GD Stock Holding History

Wealth Preservation 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 		– Sell
-144
Closed -$49.4K – 404
2026
Q1 		$49.4K Buy
144
+125
+658% +$44.3K 0.04% 171
2025
Q4 		$6.4K Hold
19
– – ﹤0.01% 346
2025
Q3 		$6.48K Hold
19
– – ﹤0.01% 336
2025
Q2 		$5.54K Buy
19
+1
+6% +$275 ﹤0.01% 351
2025
Q1 		$4.91K Buy
+18
New +$4.68K ﹤0.01% 381

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 Preservation Advisors's GD Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of General Dynamics (GD) in Q2 2026, closing a stake of 144 shares — an estimated $49.4K sold.

Wealth Preservation Advisors first reported a position in GD in Q1 2025 and held it in 5 quarters. The position peaked at $49.4K in Q1 2026. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 144 General Dynamics shares in Q2 2026, an estimated $49.4K.
  • Wealth Preservation Advisors first reported a position in General Dynamics in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's General Dynamics position peaked at $49.4K in Q1 2026.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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