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 Q3	$4.07M	Buy	12,252 +1	+0%	+$371	1.9%	11
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Birch Financial Group's GD Position: Q3 2026 in Review

Birch Financial Group increased its General Dynamics (GD) stake by 0.01% in Q3 2026, buying an estimated $371 and bringing the position to 12,252 shares worth $4.07M. The position accounts for 1.9% of the portfolio, ranked #11.

Birch Financial Group first reported a position in GD in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.34M in Q2 2026. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Birch Financial Group held 12,252 shares of General Dynamics worth $4.07M as of Q3 2026.
Birch Financial Group bought 1 General Dynamics share in Q3 2026, an estimated $371.
General Dynamics made up 1.9% of Birch Financial Group's portfolio in Q3 2026, its #11 holding.
Birch Financial Group first reported a position in General Dynamics in Q4 2024 and has held it in 8 quarters since.
Birch Financial Group's General Dynamics position peaked at $4.34M in Q2 2026.
1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.