Avantax Advisory Services’s General Dynamics GD Stock Holding History

Avantax Advisory Services’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
2025 Q2	$5.69M	Buy	19,513 +1,639	+9%	+$451K	0.03%	416
2025 Q1	$4.87M	Sell	17,874 -507	-3%	-$132K	0.03%	421
2024 Q4	$4.84M	Buy	18,381 +6	+0%	+$1.73K	0.03%	406
2024 Q3	$5.55M	Sell	18,375 -2,226	-11%	-$654K	0.04%	362
2024 Q2	$5.98M	Buy	20,601 +5,674	+38%	+$1.66M	0.04%	325
2024 Q1	$4.22M	Sell	14,927 -2,559	-15%	-$684K	0.04%	347
2023 Q4	$4.54M	Buy	17,486 +1,875	+12%	+$457K	0.05%	299
2023 Q3	$3.45M	Buy	15,611 +421	+3%	+$93.1K	0.04%	327
2023 Q2	$3.27M	Buy	15,190 +5,951	+64%	+$1.28M	0.04%	334
2023 Q1	$2.11M	Buy	9,239 +983	+12%	+$227K	0.03%	430
2022 Q4	$2.05M	Buy	8,256 +779	+10%	+$190K	0.03%	424
2022 Q3	$1.59M	Sell	7,477 -1,382	-16%	-$312K	0.02%	427
2022 Q2	$1.96M	Buy	8,859 +1,168	+15%	+$269K	0.03%	385
2022 Q1	$1.85M	Buy	7,691 +771	+11%	+$171K	0.03%	392
2021 Q4	$1.44M	Buy	6,920 +2,872	+71%	+$580K	0.02%	429
2021 Q3	$800K	Sell	4,048 -161	-4%	-$31.5K	0.01%	557
2021 Q2	$791K	Buy	4,209 +216	+5%	+$40.7K	0.01%	538
2021 Q1	$725K	Sell	3,993 -724	-15%	-$118K	0.02%	505
2020 Q4	$706K	Sell	4,717 -5,594	-54%	-$818K	0.02%	453
2020 Q3	$1.43M	Buy	10,311 +5,262	+104%	+$777K	0.02%	429
2020 Q2	$754K	Buy	5,049 +105	+2%	+$14.8K	0.02%	393
2020 Q1	$648K	Sell	4,944 -60	-1%	-$9.97K	0.02%	381
2019 Q4	$882K	Buy	5,004 +476	+11%	+$85.5K	0.02%	361
2019 Q3	$833K	Buy	4,528 +506	+13%	+$94K	0.03%	240
2019 Q2	$731K	Buy	4,022 +1,349	+50%	+$232K	0.03%	236
2019 Q1	$452K	Buy	2,673 +181	+7%	+$30.5K	0.02%	286
2018 Q4	$391K	Buy	+2,492	New	+$447K	0.07%	261

Other funds holding GD

LAMI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's GD Position: Q2 2025 in Review

Avantax Advisory Services increased its General Dynamics (GD) stake by 9.2% in Q2 2025, buying an estimated $451K and bringing the position to 19,513 shares worth $5.69M. The position accounts for 0.03% of the portfolio, ranked #416.

Avantax Advisory Services first reported a position in GD in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.98M in Q2 2024. 1,897 funds tracked by Wall St. Rank hold GD as of Q2 2025.

Avantax Advisory Services held 19,513 shares of General Dynamics worth $5.69M as of Q2 2025.
Avantax Advisory Services bought 1,639 General Dynamics shares in Q2 2025, an estimated $451K.
General Dynamics made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #416 holding.
Avantax Advisory Services first reported a position in General Dynamics in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's General Dynamics position peaked at $5.98M in Q2 2024.
1,897 funds tracked by Wall St. Rank held General Dynamics as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.