BFG
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Beacon Financial Group’s General Dynamics GD Stock Holding History

Beacon Financial Group’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 		$2.67M Buy
7,534
+20
+0.3% +$6.85K 0.24% 97
2026
Q1 		$2.58M Buy
7,514
+164
+2% +$58.2K 0.26% 92
2025
Q4 		$2.47M Sell
7,350
-111
-1% -$37.9K 0.25% 95
2025
Q3 		$2.54M Sell
7,461
-34
-0.5% -$10.7K 0.25% 100
2025
Q2 		$2.19M Buy
7,495
+309
+4% +$85K 0.23% 108
2025
Q1 		$1.96M Buy
7,186
+274
+4% +$71.2K 0.21% 108
2024
Q4 		$1.82M Hold
6,912
– – 0.2% 117
2024
Q3 		$2.09M Sell
6,912
-14
-0.2% -$4.11K 0.23% 107
2024
Q2 		$2.01M Sell
6,926
-97
-1% -$28.4K 0.23% 108
2024
Q1 		$1.98M Sell
7,023
-206
-3% -$55.1K 0.23% 107
2023
Q4 		$1.88M Buy
7,229
+506
+8% +$123K 0.23% 107
2023
Q3 		$1.52M Sell
6,723
-203
-3% -$44.9K 0.22% 108
2023
Q2 		$1.48M Sell
6,926
-73
-1% -$15.8K 0.2% 110
2023
Q1 		$1.6M Sell
6,999
-468
-6% -$108K 0.22% 102
2022
Q4 		$1.85M Sell
7,467
-87
-1% -$21.2K 0.25% 101
2022
Q3 		$1.62M Buy
7,554
+141
+2% +$31.9K 0.25% 92
2022
Q2 		$1.63M Sell
7,413
-174
-2% -$40K 0.24% 99
2022
Q1 		$1.85M Sell
7,587
-87
-1% -$19.3K 0.25% 99
2021
Q4 		$1.59M Sell
7,674
-43
-0.6% -$8.68K 0.21% 107
2021
Q3 		$1.53M Sell
7,717
-63
-0.8% -$12.3K 0.21% 106
2021
Q2 		$1.48M Buy
7,780
+377
+5% +$71.1K 0.21% 107
2021
Q1 		$1.14M Hold
7,403
– – 0.18% 121
2020
Q4 		$1.14M Sell
7,403
-211
-3% -$30.8K 0.18% 123
2020
Q3 		$1.05M Sell
7,614
-202
-3% -$29.8K 0.19% 114
2020
Q2 		$1.17M Buy
7,816
+140
+2% +$19.8K 0.23% 105
2020
Q1 		$1.03M Buy
7,676
+320
+4% +$53.2K 0.23% 104
2019
Q4 		$1.3M Sell
7,356
-74
-1% -$13.3K 0.16% 106
2019
Q3 		$1.36M Sell
7,430
-168
-2% -$31.2K 0.23% 100
2019
Q2 		$1.38M Buy
7,598
+50
+0.7% +$8.61K 0.24% 100
2019
Q1 		$1.28K Buy
7,548
+385
+5% +$64.9K 0.21% 101
2018
Q4 		$1.11M Sell
7,163
-293
-4% -$52.5K 0.21% 96
2018
Q3 		$1.53M Sell
7,456
-250
-3% -$48.9K 0.26% 82
2018
Q2 		$1.44M Sell
7,706
-253
-3% -$51.8K 0.24% 81
2018
Q1 		$1.76M Sell
7,959
-80
-1% -$17.4K 0.3% 79
2017
Q4 		$1.64M Sell
8,039
-426
-5% -$87K 0.28% 76
2017
Q3 		$1.74M Buy
8,465
+72
+0.9% +$14.4K 0.31% 67
2017
Q2 		$1.65M Buy
8,393
+250
+3% +$49K 0.31% 70
2017
Q1 		$1.54M Buy
8,143
+766
+10% +$142K 0.29% 71
2016
Q4 		$1.27M Buy
7,377
+597
+9% +$97.7K 0.26% 76
2016
Q3 		$1.05M Sell
6,780
-14
-0.2% -$2.09K 0.22% 78
2016
Q2 		$921K Sell
6,794
-672
-9% -$93.7K 0.2% 77
2016
Q1 		$983K Sell
7,466
-382
-5% -$50.6K 0.21% 76
2015
Q4 		$1.09M Sell
7,848
-190
-2% -$27.2K 0.25% 69
2015
Q3 		$1.09M Buy
8,038
+80
+1% +$11.6K 0.27% 74
2015
Q2 		$1.13M Buy
7,958
+513
+7% +$71.2K 0.24% 70
2015
Q1 		$1.02M Buy
7,445
+357
+5% +$49K 0.23% 73
2014
Q4 		$989K Buy
7,088
+501
+8% +$68.2K 0.21% 83
2014
Q3 		$839K Sell
6,587
-114
-2% -$13.8K 0.18% 92
2014
Q2 		$787K Buy
6,701
+483
+8% +$54.9K 0.17% 89
2014
Q1 		$670K Buy
6,218
+161
+3% +$16.7K 0.14% 101
2013
Q4 		$576K Buy
6,057
+174
+3% +$15.5K 0.11% 120
2013
Q3 		$519K Buy
+5,883
New +$500K 0.11% 121

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Beacon Financial Group's GD Position: Q2 2026 in Review

Beacon Financial Group increased its General Dynamics (GD) stake by 0.27% in Q2 2026, buying an estimated $6.85K and bringing the position to 7,534 shares worth $2.67M. The position accounts for 0.24% of the portfolio, ranked #97.

Beacon Financial Group first reported a position in GD in Q3 2013 and has held it in 52 quarters since. 724 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Beacon Financial Group held 7,534 shares of General Dynamics worth $2.67M as of Q2 2026.
  • Beacon Financial Group bought 20 General Dynamics shares in Q2 2026, an estimated $6.85K.
  • General Dynamics made up 0.24% of Beacon Financial Group's portfolio in Q2 2026, its #97 holding.
  • Beacon Financial Group first reported a position in General Dynamics in Q3 2013 and has held it in 52 quarters since.
  • 724 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.