Apella Capital
GD icon

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
Q3 		$9.31M Buy
28,496
+577
+2% +$214K 0.12% 129
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Apella Capital's GD Position: Q3 2026 in Review

Apella Capital increased its General Dynamics (GD) stake by 2.1% in Q3 2026, buying an estimated $214K and bringing the position to 28,496 shares worth $9.31M. The position accounts for 0.12% of the portfolio, ranked #129.

Apella Capital first reported a position in GD in Q1 2020 and has held it in 23 quarters since. The position peaked at $10.5M in Q2 2026. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Apella Capital held 28,496 shares of General Dynamics worth $9.31M as of Q3 2026.
  • Apella Capital bought 577 General Dynamics shares in Q3 2026, an estimated $214K.
  • General Dynamics made up 0.12% of Apella Capital's portfolio in Q3 2026, its #129 holding.
  • Apella Capital first reported a position in General Dynamics in Q1 2020 and has held it in 23 quarters since.
  • Apella Capital's General Dynamics position peaked at $10.5M in Q2 2026.
  • 1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.