Berger Financial Group’s General Dynamics GD Stock Holding History

Berger 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	$1.1M	Buy	3,109 +6	+0.2%	+$2.06K	0.06%	206
2026 Q1	$1.06M	Buy	3,103 +26	+0.8%	+$9.22K	0.06%	202
2025 Q4	$1.04M	Buy	3,077 +9	+0.3%	+$3.07K	0.06%	205
2025 Q3	$1.05M	Buy	3,068 +18	+0.6%	+$5.67K	0.06%	199
2025 Q2	$889K	Sell	3,050 -181	-6%	-$49.8K	0.06%	208
2025 Q1	$881K	Sell	3,231 -168	-5%	-$43.7K	0.06%	199
2024 Q4	$896K	Sell	3,399 -10	-0.3%	-$2.88K	0.06%	185
2024 Q3	$1.03M	Buy	3,409 +10	+0.3%	+$2.94K	0.07%	160
2024 Q2	$986K	Sell	3,399 -293	-8%	-$85.8K	0.08%	158
2024 Q1	$1.04M	Buy	+3,692	New	+$987K	0.09%	147
2021 Q1	–	Sell	-24,892	Closed	-$3.7M	–	210
2020 Q4	$3.7M	Buy	+24,892	New	+$3.64M	0.65%	60

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Berger Financial Group increased its General Dynamics (GD) stake by 0.19% in Q2 2026, buying an estimated $2.06K and bringing the position to 3,109 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #206.

Berger Financial Group first reported a position in GD in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.7M in Q4 2020. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Berger Financial Group held 3,109 shares of General Dynamics worth $1.1M as of Q2 2026.
Berger Financial Group bought 6 General Dynamics shares in Q2 2026, an estimated $2.06K.
General Dynamics made up 0.06% of Berger Financial Group's portfolio in Q2 2026, its #206 holding.
Berger Financial Group first reported a position in General Dynamics in Q4 2020 and has held it in 11 quarters since.
Berger Financial Group's General Dynamics position peaked at $3.7M in Q4 2020.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.