General Dynamics Corporation
US ˙ NYSE ˙ US3695501086

SecurityGD / General Dynamics Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership9,809 shares
Latest Disclosed Value $ 3,366,844
AE Wealth Management LLC reports 33.78% increase in ownership of GD / General Dynamics Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 9,809 shares of General Dynamics Corporation (US:GD) valued at $3,366,645 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,332 shares of General Dynamics Corporation. This represents a change in shares of 33.78% during the quarter. The current value of the position is $3,306,025 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F GENERAL DYNAMICS COM 369550108 9,809 2,477 33.78 3,367 36.39 0.0005
2026-01-26 2025-12-31 13F GENERAL DYNAMICS COM 369550108 7,332 922 14.38 2,469 12.95 0.0142
2025-11-03 2025-09-30 13F GENERAL DYNAMICS COM 369550108 6,410 879 15.89 2,186 35.46 0.0139
2025-08-06 2025-06-30 13F GENERAL DYNAMICS COM 369550108 5,531 663 13.62 1,613 21.64 0.0118
2025-05-06 2025-03-31 13F GENERAL DYNAMICS COM 369550108 4,868 -233 -4.57 1,327 -1.34 0.0112
2025-02-13 2024-12-31 13F GENERAL DYNAMICS COM 369550108 5,101 334 7.01 1,344 -6.67 0.0114
2024-11-14 2024-09-30 13F GENERAL DYNAMICS COM 369550108 4,767 -458 -8.77 1,441 -5.01 0.0131
2024-08-12 2024-06-30 13F GENERAL DYNAMICS COM 369550108 5,225 94 1.83 1,516 4.62 0.0152
2024-05-15 2024-03-31 13F GENERAL DYNAMICS COM 369550108 5,131 -27,182 -84.12 1,449 -83.08 0.0164
2024-02-14 2023-12-31 13F GENERAL DYNAMICS COM 369550108 32,313 2,626 8.85 8,565 30.58 0.0437
2023-10-11 2023-09-30 13F GENERAL DYNAMICS COM 369550108 29,687 -95 -0.32 6,560 2.37 0.0392
2023-07-10 2023-06-30 13F GENERAL DYNAMICS COM 369550108 29,782 -14,733 -33.10 6,408 -36.93 0.0385
2023-04-14 2023-03-31 13F GENERAL DYNAMICS COM 369550108 44,515 21,134 90.39 10,159 75.11 0.0654
2023-01-31 2022-12-31 13F GENERAL DYNAMICS COM 369550108 23,381 2,127 10.01 5,801 28.65 0.0419
2022-10-25 2022-09-30 13F GENERAL DYNAMICS COM 369550108 21,254 448 2.15 4,509 -2.04 0.0358
2022-08-03 2022-06-30 13F GENERAL DYNAMICS COM 369550108 20,806 -556 -2.60 4,603 -10.66 0.0368
2022-04-18 2022-03-31 13F GENERAL DYNAMICS COM 369550108 21,362 -4,718 -18.09 5,152 -5.24 0.0353
2022-01-20 2021-12-31 13F GENERAL DYNAMICS COM 369550108 26,080 -8,657 -24.92 5,437 -20.15 0.0379
2021-11-01 2021-09-30 13F GENERAL DYNAMICS COM 369550108 34,737 3,414 10.90 6,809 15.47 0.0561
2021-07-21 2021-06-30 13F GENERAL DYNAMICS COM 369550108 31,323 4,676 17.55 5,897 21.89 0.0515
2021-04-27 2021-03-31 13F GENERAL DYNAMICS COM 369550108 26,647 7,443 38.76 4,838 69.28 0.0488
2021-02-01 2020-12-31 13F GENERAL DYNAMICS COM 369550108 19,204 -4,608 -19.35 2,858 -13.29 0.0324
2020-11-06 2020-09-30 13F GENERAL DYNAMICS COM 369550108 23,812 5,027 26.76 3,296 17.38 0.0470
2020-08-05 2020-06-30 13F GENERAL DYNAMICS COM 369550108 18,785 9,604 104.61 2,808 131.11 0.0434
2020-05-07 2020-03-31 13F GENERAL DYNAMICS COM 369550108 9,181 -319 -3.36 1,215 -27.46 0.0279
2020-01-15 2019-12-31 13F GENERAL DYNAMICS COM 369550108 9,500 677 7.67 1,675 3.91 0.0363
2019-11-05 2019-09-30 13F GENERAL DYNAMICS COM 369550108 8,823 -6 -0.07 1,612 0.44 0.0466
2019-07-22 2019-06-30 13F GENERAL DYNAMICS COM 369550108 8,829 4,292 94.60 1,605 108.98 0.0482
2019-05-14 2019-03-31 13F GENERAL DYNAMICS COM 369550108 4,537 4,537 768 0.0534
2019-02-14 2018-12-31 13F GENERAL DYNAMICS COM 369550108 0 -2,013 -100.00 0 -100.00
2018-11-13 2018-09-30 13F GENERAL DYNAMICS COM 369550108 2,013 512 34.11 412 47.14 0.0227
2018-08-14 2018-06-30 13F GENERAL DYNAMICS COM 369550108 1,501 -26 -1.70 280 -16.91 0.0191
2018-05-14 2018-03-31 13F GENERAL DYNAMICS COM 369550108 1,527 -16 -1.04 337 7.32 0.0260
2018-02-06 2017-12-31 13F GENERAL DYNAMICS COM 369550108 1,543 351 29.45 314 28.16 0.0277
2017-11-08 2017-09-30 13F GENERAL DYNAMICS COM 369550108 1,192 1,192 245 0.0227
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.