WAU
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Wellington-Altus USA’s General Dynamics GD Stock Holding History

Wellington-Altus USA’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 		$27.5K Buy
80
+35
+78% +$12K 0.02% 436
2026
Q1 		$15.9K Sell
45
-35
-44% -$12.4K 0.01% 563
2025
Q4 		$26.9K Buy
+80
New +$27.3K 0.02% 422

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

Wellington-Altus USA's GD Position: Q2 2026 in Review

Wellington-Altus USA increased its General Dynamics (GD) stake by 78% in Q2 2026, buying an estimated $12K and bringing the position to 80 shares worth $27.5K. The position accounts for 0.02% of the portfolio, ranked #436.

Wellington-Altus USA first reported a position in GD in Q4 2025 and has held it in 3 quarters since. 2,219 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Wellington-Altus USA held 80 shares of General Dynamics worth $27.5K as of Q2 2026.
  • Wellington-Altus USA bought 35 General Dynamics shares in Q2 2026, an estimated $12K.
  • General Dynamics made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #436 holding.
  • Wellington-Altus USA first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 2,219 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.