Wealthspire Advisors (New York)’s General Dynamics GD Stock Holding History

Wealthspire Advisors (New York)’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	$1.91M	Buy	5,388 +1,854	+52%	+$635K	0.01%	424
2026 Q1	$1.21M	Buy	3,534 +251	+8%	+$89K	0.01%	369
2025 Q4	$1.11M	Buy	3,283 +1,622	+98%	+$553K	0.01%	409
2025 Q3	$566K	Sell	1,661 -405	-20%	-$128K	﹤0.01%	505
2025 Q2	$603K	Buy	2,066 +306	+17%	+$84.2K	﹤0.01%	495
2025 Q1	$480K	Buy	1,760 +10	+0.6%	+$2.6K	﹤0.01%	523
2024 Q4	$461K	Sell	1,750 -39	-2%	-$11.2K	﹤0.01%	532
2024 Q3	$541K	Buy	1,789 +77	+4%	+$22.6K	0.01%	478
2024 Q2	$497K	Buy	1,712 +154	+10%	+$45.1K	0.01%	433
2024 Q1	$440K	Sell	1,558 -186	-11%	-$49.7K	0.01%	446
2023 Q4	$453K	Sell	1,744 -57	-3%	-$13.9K	0.01%	431
2023 Q3	$398K	Buy	1,801 +190	+12%	+$42K	0.01%	433
2023 Q2	$347K	Buy	1,611 +29	+2%	+$6.26K	0.01%	439
2023 Q1	$361K	Sell	1,582 -1,194	-43%	-$276K	0.01%	406
2022 Q4	$689K	Buy	2,776 +234	+9%	+$57.1K	0.01%	330
2022 Q3	$539K	Buy	2,542 +26	+1%	+$5.88K	0.01%	320
2022 Q2	$557K	Buy	2,516 +606	+32%	+$139K	0.01%	298
2022 Q1	$461K	Buy	1,910 +111	+6%	+$24.6K	0.01%	284
2021 Q4	$375K	Sell	1,799 -1,199	-40%	-$242K	0.01%	372
2021 Q3	$588K	Buy	+2,998	New	+$587K	0.01%	325
2021 Q2	–	Sell	-2,757	Closed	-$501K	–	491
2021 Q1	$501K	Buy	2,757 +549	+25%	+$89.7K	0.01%	397
2020 Q4	$329K	Buy	2,208 +646	+41%	+$94.4K	0.01%	409
2020 Q3	$216K	Buy	1,562 +93	+6%	+$13.7K	0.01%	287
2020 Q2	$220K	Sell	1,469 -6,658	-82%	-$940K	0.02%	248
2020 Q1	$1.07M	Buy	+8,127	New	+$1.35M	0.05%	185
2019 Q1	–	Sell	-299	Closed	-$47K	–	327
2018 Q4	$47K	Buy	+299	New	+$53.6K	﹤0.01%	191

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s GD Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its General Dynamics (GD) stake by 52% in Q2 2026, buying an estimated $635K and bringing the position to 5,388 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #424.

Wealthspire Advisors (New York) first reported a position in GD in Q4 2018 and has held it in 26 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Wealthspire Advisors (New York) held 5,388 shares of General Dynamics worth $1.91M as of Q2 2026.
Wealthspire Advisors (New York) bought 1,854 General Dynamics shares in Q2 2026, an estimated $635K.
General Dynamics made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #424 holding.
Wealthspire Advisors (New York) first reported a position in General Dynamics in Q4 2018 and has held it in 26 quarters since.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.