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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
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 $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wealth Preservation Advisors increased its General Dynamics (GD) stake by 658% in Q1 2026, buying an estimated $44.3K and bringing the position to 144 shares worth $49.4K. The position accounts for 0.04% of the portfolio, ranked #171.

Wealth Preservation Advisors first reported a position in GD in Q1 2025 and has held it in 5 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Wealth Preservation Advisors held 144 shares of General Dynamics worth $49.4K as of Q1 2026.
  • Wealth Preservation Advisors bought 125 General Dynamics shares in Q1 2026, an estimated $44.3K.
  • General Dynamics made up 0.04% of Wealth Preservation Advisors's portfolio in Q1 2026, its #171 holding.
  • Wealth Preservation Advisors first reported a position in General Dynamics in Q1 2025 and has held it in 5 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.