Beaumont Asset Management’s General Dynamics GD Stock Holding History

Beaumont Asset 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	$1.23M	Buy	3,696 +11	+0.3%	+$4.08K	0.42%	40
2026 Q2	$1.31M	Sell	3,685 -10	-0.3%	-$3.42K	0.51%	35
2026 Q1	$1.27M	Sell	3,695 -2,073	-36%	-$735K	0.57%	35
2025 Q4	$1.94M	Sell	5,768 -188	-3%	-$64.1K	0.97%	23
2025 Q3	$2.03M	Sell	5,956 -99	-2%	-$31.2K	1.02%	22
2025 Q2	$1.77M	Buy	6,055 +95	+2%	+$26.1K	0.95%	22
2025 Q1	$1.62M	Buy	5,960 +43	+0.7%	+$11.2K	0.98%	18
2024 Q4	$1.56M	Sell	5,917 -110	-2%	-$31.7K	0.9%	20
2024 Q3	$1.82M	Buy	6,027 +16	+0.3%	+$4.7K	1.06%	20
2024 Q2	$1.74M	Sell	6,011 -54	-0.9%	-$15.8K	1.12%	18
2024 Q1	$1.71M	Buy	6,065 +204	+3%	+$54.6K	1.14%	17
2023 Q4	$1.52M	Sell	5,861 -4	-0.1%	-$976	1.07%	17
2023 Q3	$1.3M	Sell	5,865 -24	-0.4%	-$5.31K	1.06%	18
2023 Q2	$1.27M	Sell	5,889 -23	-0.4%	-$4.96K	0.96%	22
2023 Q1	$1.35M	Sell	5,912 -229	-4%	-$52.9K	0.99%	21
2022 Q4	$1.52M	Buy	6,141 +111	+2%	+$27.1K	1.12%	21
2022 Q3	$1.28M	Buy	6,030 +15	+0.2%	+$3.39K	1.01%	21
2022 Q2	$1.33M	Buy	6,015 +73	+1%	+$16.8K	1.01%	21
2022 Q1	$1.43M	Buy	5,942 +6	+0.1%	+$1.33K	0.97%	21
2021 Q4	$1.24M	Buy	5,936 +191	+3%	+$38.6K	0.82%	23
2021 Q3	$1.13M	Buy	5,745 +84	+1%	+$16.4K	0.84%	21
2021 Q2	$1.06M	Buy	5,661 +118	+2%	+$22.3K	0.82%	23
2021 Q1	$1.01M	Buy	+5,543	New	+$906K	0.84%	23
2020 Q4	–	Sell	-4,635	Closed	-$641K	–	62
2020 Q3	$641K	Sell	4,635 -209	-4%	-$30.9K	0.64%	31
2020 Q2	$724K	Buy	4,844 +167	+4%	+$23.6K	0.76%	31
2020 Q1	$618K	Sell	4,677 -297	-6%	-$49.3K	0.74%	35
2019 Q4	$877K	Buy	+4,974	New	+$893K	0.84%	39

Other funds holding GD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Beaumont Asset Management's GD Position: Q3 2026 in Review

Beaumont Asset Management increased its General Dynamics (GD) stake by 0.3% in Q3 2026, buying an estimated $4.08K and bringing the position to 3,696 shares worth $1.23M. The position accounts for 0.42% of the portfolio, ranked #40.

Beaumont Asset Management first reported a position in GD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q3 2025. 632 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Beaumont Asset Management held 3,696 shares of General Dynamics worth $1.23M as of Q3 2026.
Beaumont Asset Management bought 11 General Dynamics shares in Q3 2026, an estimated $4.08K.
General Dynamics made up 0.42% of Beaumont Asset Management's portfolio in Q3 2026, its #40 holding.
Beaumont Asset Management first reported a position in General Dynamics in Q4 2019 and has held it in 27 quarters since.
Beaumont Asset Management's General Dynamics position peaked at $2.03M in Q3 2025.
632 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Beaumont Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.