Atticus Wealth Management
GD icon

Atticus Wealth Management’s General Dynamics GD Stock Holding History

Atticus Wealth Management’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 		$333K Buy
1,004
+74
+8% +$27.5K 0.07% 145
2026
Q2 		$329K Buy
930
+1
+0.1% +$343 0.08% 150
2026
Q1 		$319K Sell
929
-210
-18% -$74.5K 0.09% 137
2025
Q4 		$384K Sell
1,139
-124
-10% -$42.3K 0.09% 127
2025
Q3 		$431K Buy
1,263
+43
+4% +$13.6K 0.11% 120
2025
Q2 		$356K Buy
1,220
+5
+0.4% +$1.38K 0.1% 111
2025
Q1 		$331K Sell
1,215
-205
-14% -$53.3K 0.11% 95
2024
Q4 		$374K Hold
1,420
– – 0.12% 82
2024
Q3 		$429K Sell
1,420
-3
-0.2% -$882 0.14% 76
2024
Q2 		$413K Sell
1,423
-85
-6% -$24.9K 0.13% 75
2024
Q1 		$426K Hold
1,508
– – 0.14% 76
2023
Q4 		$392K Hold
1,508
– – 0.14% 85
2023
Q3 		$333K Sell
1,508
-35
-2% -$7.74K 0.13% 93
2023
Q2 		$332K Buy
1,543
+20
+1% +$4.32K 0.12% 95
2023
Q1 		$348K Sell
1,523
-754
-33% -$174K 0.13% 92
2022
Q4 		$565K Buy
2,277
+308
+16% +$75.1K 0.23% 73
2022
Q3 		$436K Hold
1,969
– – 0.21% 67
2022
Q2 		$436K Buy
1,969
+477
+32% +$110K 0.18% 81
2022
Q1 		$360K Buy
1,492
+403
+37% +$89.5K 0.13% 103
2021
Q4 		$227K Buy
+1,089
New +$220K 0.09% 115

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Atticus Wealth Management's GD Position: Q3 2026 in Review

Atticus Wealth Management increased its General Dynamics (GD) stake by 8% in Q3 2026, buying an estimated $27.5K and bringing the position to 1,004 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #145.

Atticus Wealth Management first reported a position in GD in Q4 2021 and has held it in 20 quarters since. The position peaked at $565K in Q4 2022. 1,491 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Atticus Wealth Management held 1,004 shares of General Dynamics worth $333K as of Q3 2026.
  • Atticus Wealth Management bought 74 General Dynamics shares in Q3 2026, an estimated $27.5K.
  • General Dynamics made up 0.07% of Atticus Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Atticus Wealth Management first reported a position in General Dynamics in Q4 2021 and has held it in 20 quarters since.
  • Atticus Wealth Management's General Dynamics position peaked at $565K in Q4 2022.
  • 1,491 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.