GD β€” GENERAL DYNAMICS CORP

Ownership history in Meriwether Wealth & Planning, LLC  Β·  6 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported GENERAL DYNAMICS CORP (GD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2025 Q3. The latest visible filing shows GD at 0.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meriwether Wealth & Planning, LLC's position in GENERAL DYNAMICS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GD was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Meriwether Wealth & Planning, LLC held GD β€” position size vs. price
% of Fund (quarterly)    GD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,415 -35 -1.0% 0.64% $1.2M 2026-04-09 $342.31
2025 Q4 REDUCED 3,450 -144 -4.0% 0.66% $1.2M 2026-01-14 $362.83
2025 Q3 REDUCED 3,594 -2 -0.1% 0.71% $1.2M 2025-10-15 $329.16
2025 Q2 REDUCED 3,596 -72 -2.0% 0.66% $1.0M 2025-07-11 $298.27
2025 Q1 ADDED 3,668 +642 +21.2% 0.65% $1000K 2025-04-21 $268.25
2024 Q4 INITIATED 3,026 β€” β€” 0.57% $797K 2025-02-07 $248.85

FAQ About Meriwether Wealth & Planning, LLC and GD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meriwether Wealth & Planning, LLC reported owning GD?

Meriwether Wealth & Planning, LLC reported GD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GD position in Meriwether Wealth & Planning, LLC's portfolio?

The largest reported portfolio weight for GD was 0.71% in 2025 Q3.

What is the latest reported GD position on this page?

The most recent filing on this page is 2026 Q1, when Meriwether Wealth & Planning, LLC reported 3,415 shares, equal to 0.64% of portfolio, with an estimated market value of $1.2M.

What does the chart on this GD ownership page compare?

The chart compares Meriwether Wealth & Planning, LLC's quarterly GD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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