BFG
GD icon

Birch Financial Group’s General Dynamics GD Stock Holding History

Birch 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 		$4.34M Hold
12,251
– – 2.23% 11
2026
Q1 		$4.2M Hold
12,251
– – 2.46% 8
2025
Q4 		$4.12M Buy
12,251
+49
+0.4% +$16.7K 2.35% 9
2025
Q3 		$4.16M Buy
12,202
+6,535
+115% +$2.06M 2.45% 9
2025
Q2 		$1.65M Buy
5,667
+4
+0.1% +$1.1K 1.32% 15
2025
Q1 		$1.54M Buy
5,663
+32
+0.6% +$8.32K 1.38% 15
2024
Q4 		$1.48M Buy
+5,631
New +$1.62M 1.67% 12

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Birch Financial Group held its General Dynamics (GD) position steady in Q2 2026 at 12,251 shares worth $4.34M. The position accounts for 2.23% of the portfolio, ranked #11.

Birch Financial Group first reported a position in GD in Q4 2024 and has held it in 7 quarters since. 703 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Birch Financial Group held 12,251 shares of General Dynamics worth $4.34M as of Q2 2026.
  • Birch Financial Group left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 2.23% of Birch Financial Group's portfolio in Q2 2026, its #11 holding.
  • Birch Financial Group first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • 703 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.