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 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 $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berger Financial Group's GD Position: Q1 2026 in Review

Berger Financial Group increased its General Dynamics (GD) stake by 0.84% in Q1 2026, buying an estimated $9.22K and bringing the position to 3,103 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #202.

Berger Financial Group first reported a position in GD in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.7M in Q4 2020. 2,210 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Berger Financial Group held 3,103 shares of General Dynamics worth $1.06M as of Q1 2026.
Berger Financial Group bought 26 General Dynamics shares in Q1 2026, an estimated $9.22K.
General Dynamics made up 0.06% of Berger Financial Group's portfolio in Q1 2026, its #202 holding.
Berger Financial Group first reported a position in General Dynamics in Q4 2020 and has held it in 10 quarters since.
Berger Financial Group's General Dynamics position peaked at $3.7M in Q4 2020.
2,210 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.