Aptus Capital Advisors’s General Dynamics GD Stock Holding History

Aptus Capital Advisors’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 Q1	$4.3M	Sell	12,536 -1,258	-9%	-$446K	0.04%	365
2025 Q4	$4.64M	Buy	13,794 +2,052	+17%	+$700K	0.04%	333
2025 Q3	$4M	Sell	11,742 -2,303	-16%	-$726K	0.04%	346
2025 Q2	$4.1M	Sell	14,045 -340	-2%	-$93.6K	0.04%	318
2025 Q1	$3.92M	Buy	14,385 +2,560	+22%	+$665K	0.04%	313
2024 Q4	$3.12M	Buy	11,825 +6,930	+142%	+$2M	0.04%	334
2024 Q3	$1.48M	Buy	4,895 +684	+16%	+$201K	0.02%	354
2024 Q2	$1.22M	Buy	4,211 +154	+4%	+$45.1K	0.02%	363
2024 Q1	$1.15M	Buy	4,057 +2,180	+116%	+$583K	0.02%	375
2023 Q4	$487K	Sell	1,877 -75	-4%	-$18.3K	0.01%	380
2023 Q3	$431K	Buy	1,952 +766	+65%	+$169K	0.01%	413
2023 Q2	$255K	Sell	1,186 -4	-0.3%	-$863	0.01%	442
2023 Q1	$272K	Sell	1,190 -32	-3%	-$7.39K	0.01%	413
2022 Q4	$303K	Buy	1,222 +123	+11%	+$30K	0.01%	410
2022 Q3	$233K	Buy	+1,099	New	+$248K	0.01%	417
2022 Q2	–	Sell	-1,175	Closed	-$283K	–	689
2022 Q1	$283K	Buy	+1,175	New	+$261K	0.01%	368

Other funds holding GD

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return