AssuredPartners Investment Advisors’s General Dynamics GD Stock Holding History

AssuredPartners Investment 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 Q2	$1.48M	Buy	4,176 +120	+3%	+$41.1K	0.14%	155
2026 Q1	$1.43M	Sell	4,056 -933	-19%	-$331K	0.16%	146
2025 Q4	$1.68M	Buy	4,989 +1,307	+35%	+$446K	0.25%	99
2025 Q3	$1.26M	Buy	3,682 +742	+25%	+$234K	0.28%	68
2025 Q2	$858K	Sell	2,940 -1,875	-39%	-$516K	0.21%	90
2025 Q1	$1.31M	Buy	4,815 +2,268	+89%	+$589K	0.25%	104
2024 Q4	$671K	Buy	+2,547	New	+$733K	0.13%	160

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssuredPartners Investment Advisors's GD Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its General Dynamics (GD) stake by 3% in Q2 2026, buying an estimated $41.1K and bringing the position to 4,176 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #155.

AssuredPartners Investment Advisors first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2025. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

AssuredPartners Investment Advisors held 4,176 shares of General Dynamics worth $1.48M as of Q2 2026.
AssuredPartners Investment Advisors bought 120 General Dynamics shares in Q2 2026, an estimated $41.1K.
General Dynamics made up 0.14% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #155 holding.
AssuredPartners Investment Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's General Dynamics position peaked at $1.68M in Q4 2025.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.