Beacon Investment Advisory Services’s General Dynamics GD Stock Holding History

Beacon Investment 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
2026 Q2	$135K	Buy	380 +11	+3%	+$3.77K	0.01%	295
2026 Q1	$127K	Buy	+369	New	+$131K	0.01%	301
2024 Q4	–	Sell	-1,067	Closed	-$322K	–	254
2024 Q3	$322K	Hold	1,067	–	–	0.01%	214
2024 Q2	$310K	Hold	1,067	–	–	0.01%	218
2024 Q1	$301K	Buy	1,067 +75	+8%	+$20.1K	0.01%	226
2023 Q4	$258K	Hold	992	–	–	0.01%	236
2023 Q3	$219K	Hold	992	–	–	0.01%	260
2023 Q2	$213K	Hold	992	–	–	0.01%	266
2023 Q1	$226K	Buy	992 +84	+9%	+$19.4K	0.01%	257
2022 Q4	$225K	Buy	+908	New	+$221K	0.01%	255
2022 Q3	–	Sell	-914	Closed	-$202K	–	278
2022 Q2	$202K	Hold	914	–	–	0.01%	275
2022 Q1	$221K	Buy	+914	New	+$203K	0.01%	280
2021 Q4	–	Sell	-2,452	Closed	-$481K	–	310
2021 Q3	$481K	Buy	2,452 +23	+0.9%	+$4.5K	0.02%	205
2021 Q2	$457K	Sell	2,429 -352	-13%	-$66.4K	0.02%	217
2021 Q1	$505K	Sell	2,781 -100	-3%	-$16.3K	0.02%	202
2020 Q4	$429K	Sell	2,881 -248	-8%	-$36.3K	0.02%	196
2020 Q3	$433K	Sell	3,129 -95	-3%	-$14K	0.02%	178
2020 Q2	$482K	Sell	3,224 -639	-17%	-$90.2K	0.03%	171
2020 Q1	$511K	Buy	3,863 +1,543	+67%	+$256K	0.04%	162
2019 Q4	$409K	Sell	2,320 -322	-12%	-$57.8K	0.02%	191
2019 Q3	$483K	Buy	2,642 +200	+8%	+$37.2K	0.05%	158
2019 Q2	$444K	Sell	2,442 -5	-0.2%	-$861	0.05%	155
2019 Q1	$414K	Sell	2,447 -80	-3%	-$13.5K	0.04%	163
2018 Q4	$397K	Hold	2,527	–	–	0.04%	174
2018 Q3	$517K	Hold	2,527	–	–	0.05%	158
2018 Q2	$471K	Buy	2,527 +16	+0.6%	+$3.28K	0.05%	163
2018 Q1	$555K	Buy	2,511 +35	+1%	+$7.61K	0.06%	148
2017 Q4	$504K	Sell	2,476 -737	-23%	-$151K	0.05%	146
2017 Q3	$661K	Buy	+3,213	New	+$644K	0.06%	163

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Beacon Investment Advisory Services's GD Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its General Dynamics (GD) stake by 3% in Q2 2026, buying an estimated $3.77K and bringing the position to 380 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #295.

Beacon Investment Advisory Services first reported a position in GD in Q3 2017 and has held it in 29 quarters since. The position peaked at $661K in Q3 2017. 769 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Beacon Investment Advisory Services held 380 shares of General Dynamics worth $135K as of Q2 2026.
Beacon Investment Advisory Services bought 11 General Dynamics shares in Q2 2026, an estimated $3.77K.
General Dynamics made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #295 holding.
Beacon Investment Advisory Services first reported a position in General Dynamics in Q3 2017 and has held it in 29 quarters since.
Beacon Investment Advisory Services's General Dynamics position peaked at $661K in Q3 2017.
769 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.