AC
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Apella Capital’s General Dynamics GD Stock Holding History

Apella Capital’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 		$10.5M Buy
27,919
+837
+3% +$287K 0.15% 111
2026
Q1 		$9.11M Buy
27,082
+616
+2% +$218K 0.14% 123
2025
Q4 		$8.91M Sell
26,466
-2,062
-7% -$703K 0.18% 102
2025
Q3 		$9.43M Sell
28,528
-343
-1% -$108K 0.21% 88
2025
Q2 		$8.51M Buy
28,871
+472
+2% +$130K 0.23% 82
2025
Q1 		$7.71M Buy
28,399
+96
+0.3% +$25K 0.26% 72
2024
Q4 		$7.46M Sell
28,303
-541
-2% -$156K 0.29% 58
2024
Q3 		$8.77M Buy
28,844
+43
+0.1% +$12.6K 0.36% 50
2024
Q2 		$8.05M Sell
28,801
-35
-0.1% -$10.3K 0.36% 50
2024
Q1 		$8.33M Buy
28,836
+31
+0.1% +$8.29K 0.42% 47
2023
Q4 		$7.38M Sell
28,805
-542
-2% -$132K 0.41% 49
2023
Q3 		$6.48M Buy
29,347
+22
+0.1% +$4.87K 0.46% 46
2023
Q2 		$6.31M Buy
+29,325
New +$6.33M 0.45% 48
2022
Q4 		$7.27M Buy
29,316
+36
+0.1% +$8.78K 0.66% 40
2022
Q3 		$6.21M Sell
29,280
-885
-3% -$200K 0.72% 34
2022
Q2 		$6.67M Hold
30,165
– – 0.8% 31
2022
Q1 		$7.28M Buy
+30,165
New +$6.7M 1.02% 27
2021
Q2 		– Sell
-31,897
Closed -$5.79M – 207
2021
Q1 		$5.79M Buy
31,897
+492
+2% +$80.4K 1.83% 18
2020
Q4 		$4.67M Hold
31,405
– – 1.64% 20
2020
Q3 		$4.35M Hold
31,405
– – 1.75% 15
2020
Q2 		$4.69M Hold
31,405
– – 2.19% 12
2020
Q1 		$4.16M Buy
+31,405
New +$5.22M 2.43% 10

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Apella Capital's GD Position: Q2 2026 in Review

Apella Capital increased its General Dynamics (GD) stake by 3.1% in Q2 2026, buying an estimated $287K and bringing the position to 27,919 shares worth $10.5M. The position accounts for 0.15% of the portfolio, ranked #111.

Apella Capital first reported a position in GD in Q1 2020 and has held it in 22 quarters since. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Apella Capital held 27,919 shares of General Dynamics worth $10.5M as of Q2 2026.
  • Apella Capital bought 837 General Dynamics shares in Q2 2026, an estimated $287K.
  • General Dynamics made up 0.15% of Apella Capital's portfolio in Q2 2026, its #111 holding.
  • Apella Capital first reported a position in General Dynamics in Q1 2020 and has held it in 22 quarters since.
  • 701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.