Balboa Wealth Partners’s General Dynamics GD Stock Holding History

Balboa Wealth Partners’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	$873K	Sell	2,632 -62	-2%	-$23K	0.12%	143
2026 Q2	$954K	Buy	2,694 +22	+0.8%	+$7.54K	0.13%	134
2026 Q1	$917K	Buy	2,672 +841	+46%	+$298K	0.15%	114
2025 Q4	$616K	Buy	1,831 +83	+5%	+$28.3K	0.1%	159
2025 Q3	$596K	Buy	1,748 +295	+20%	+$93K	0.1%	160
2025 Q2	$424K	Buy	1,453 +142	+11%	+$39.1K	0.09%	184
2025 Q1	$357K	Buy	1,311 +518	+65%	+$135K	0.09%	169
2024 Q4	$209K	Buy	793 +91	+13%	+$26.2K	0.05%	272
2024 Q3	$212K	Buy	+702	New	+$206K	0.05%	257

Other funds holding GD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Balboa Wealth Partners's GD Position: Q3 2026 in Review

Balboa Wealth Partners reduced its General Dynamics (GD) stake by 2.3% in Q3 2026, selling an estimated $23K and leaving 2,632 shares worth $873K. The position accounts for 0.12% of the portfolio, ranked #143.

Balboa Wealth Partners first reported a position in GD in Q3 2024 and has held it in 9 quarters since. The position peaked at $954K in Q2 2026. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Balboa Wealth Partners held 2,632 shares of General Dynamics worth $873K as of Q3 2026.
Balboa Wealth Partners sold 62 General Dynamics shares in Q3 2026, an estimated $23K.
General Dynamics made up 0.12% of Balboa Wealth Partners's portfolio in Q3 2026, its #143 holding.
Balboa Wealth Partners first reported a position in General Dynamics in Q3 2024 and has held it in 9 quarters since.
Balboa Wealth Partners's General Dynamics position peaked at $954K in Q2 2026.
1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

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