Berkeley Capital Partners’s General Dynamics GD Stock Holding History

Berkeley Capital Partners’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	$1.61M	Buy	4,549 +71	+2%	+$24.3K	0.33%	58
2026 Q1	$1.54M	Buy	4,478 +425	+10%	+$151K	0.36%	60
2025 Q4	$1.36M	Sell	4,053 -264	-6%	-$90K	0.32%	58
2025 Q3	$1.47M	Sell	4,317 -33	-0.8%	-$10.4K	0.35%	57
2025 Q2	$1.27M	Sell	4,350 -53	-1%	-$14.6K	0.32%	70
2025 Q1	$1.2M	Buy	4,403 +604	+16%	+$157K	0.33%	64
2024 Q4	$1M	Buy	3,799 +73	+2%	+$21K	0.28%	77
2024 Q3	$1.13M	Buy	3,726 +77	+2%	+$22.6K	0.32%	69
2024 Q2	$1.06M	Buy	3,649 +29	+0.8%	+$8.49K	0.32%	64
2024 Q1	$1.02M	Sell	3,620 -263	-7%	-$70.3K	0.31%	65
2023 Q4	$1.01M	Sell	3,883 -413	-10%	-$101K	0.33%	59
2023 Q3	$949K	Buy	4,296 +72	+2%	+$15.9K	0.34%	61
2023 Q2	$909K	Buy	4,224 +3,339	+377%	+$720K	0.32%	63
2023 Q1	$202K	Buy	+885	New	+$204K	0.07%	139

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 $3.37T AUM 44.26% 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

Berkeley Capital Partners's GD Position: Q2 2026 in Review

Berkeley Capital Partners increased its General Dynamics (GD) stake by 1.6% in Q2 2026, buying an estimated $24.3K and bringing the position to 4,549 shares worth $1.61M. The position accounts for 0.33% of the portfolio, ranked #58.

Berkeley Capital Partners first reported a position in GD in Q1 2023 and has held it in 14 quarters since. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Berkeley Capital Partners held 4,549 shares of General Dynamics worth $1.61M as of Q2 2026.
Berkeley Capital Partners bought 71 General Dynamics shares in Q2 2026, an estimated $24.3K.
General Dynamics made up 0.33% of Berkeley Capital Partners's portfolio in Q2 2026, its #58 holding.
Berkeley Capital Partners first reported a position in General Dynamics in Q1 2023 and has held it in 14 quarters since.
2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.