WealthCare Investment Partners’s General Dynamics GD Stock Holding History

WealthCare Investment Partners’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	$327K	Sell	928 -2	-0.2%	-$709	0.09%	149
2025 Q4	$319K	Sell	930 -55	-6%	-$18.8K	0.09%	145
2025 Q3	$336K	Buy	985 +282	+40%	+$88.9K	0.11%	131
2025 Q2	$207K	Sell	703 -44	-6%	-$12.1K	0.07%	154
2025 Q1	$204K	Sell	747 -47	-6%	-$12.2K	0.09%	147
2024 Q4	$207K	Sell	794 -15	-2%	-$4.32K	0.09%	138
2024 Q3	$241K	Sell	809 -25	-3%	-$7.35K	0.11%	124
2024 Q2	$242K	Sell	834 -34	-4%	-$9.96K	0.11%	120
2024 Q1	$245K	Sell	868 -2	-0.2%	-$535	0.12%	120
2023 Q4	$221K	Sell	870 -507	-37%	-$124K	0.12%	117
2023 Q3	$307K	Buy	1,377 +5	+0.4%	+$1.11K	0.19%	85
2023 Q2	$295K	Buy	1,372 +5	+0.4%	+$1.08K	0.18%	88
2023 Q1	$312K	Sell	1,367 -1	-0.1%	-$231	0.19%	91
2022 Q4	$340K	Buy	1,368 +4	+0.3%	+$976	0.23%	81
2022 Q3	$289K	Buy	1,364 +5	+0.4%	+$1.13K	0.24%	86
2022 Q2	$301K	Sell	1,359 -20	-1%	-$4.6K	0.26%	81
2022 Q1	$336K	Buy	1,379 +2	+0.1%	+$444	0.3%	70
2021 Q4	$287K	Buy	+1,377	New	+$278K	0.28%	80

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

WealthCare Investment Partners's GD Position: Q1 2026 in Review

WealthCare Investment Partners reduced its General Dynamics (GD) stake by 0.22% in Q1 2026, selling an estimated $709 and leaving 928 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #149.

WealthCare Investment Partners first reported a position in GD in Q4 2021 and has held it in 18 quarters since. The position peaked at $340K in Q4 2022. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

WealthCare Investment Partners held 928 shares of General Dynamics worth $327K as of Q1 2026.
WealthCare Investment Partners sold 2 General Dynamics shares in Q1 2026, an estimated $709.
General Dynamics made up 0.09% of WealthCare Investment Partners's portfolio in Q1 2026, its #149 holding.
WealthCare Investment Partners first reported a position in General Dynamics in Q4 2021 and has held it in 18 quarters since.
WealthCare Investment Partners's General Dynamics position peaked at $340K in Q4 2022.
2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.