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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
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 $9.56B 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

Wealthspire Advisors (New York)'s GD Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its General Dynamics (GD) stake by 7.6% in Q1 2026, buying an estimated $89K and bringing the position to 3,534 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #369.

Wealthspire Advisors (New York) first reported a position in GD in Q4 2018 and has held it in 25 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,534 shares of General Dynamics worth $1.21M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 251 General Dynamics shares in Q1 2026, an estimated $89K.
  • General Dynamics made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #369 holding.
  • Wealthspire Advisors (New York) first reported a position in General Dynamics in Q4 2018 and has held it in 25 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.