Broadwater Capital’s General Dynamics GD Stock Holding History

Broadwater Capital’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	$1.32M	Hold	3,730	–	–	0.96%	25
2026 Q1	$1.26M	Hold	3,730	–	–	0.94%	25
2025 Q4	$1.26M	Hold	3,730	–	–	0.94%	25
2025 Q3	$1.27M	Sell	3,730 -1,084,162	-100%	-$342M	0.93%	27
2025 Q2	$1.09B	Buy	1,087,892 +1,084,162	+29,066%	+$298M	0.85%	30
2025 Q1	$1.02M	Hold	3,730	–	–	0.8%	32
2024 Q4	$983K	Hold	3,730	–	–	0.75%	34
2024 Q3	$1.13M	Hold	3,730	–	–	0.83%	33
2024 Q2	$1.08M	Hold	3,730	–	–	0.83%	34
2024 Q1	$1.05M	Hold	3,730	–	–	0.81%	37
2023 Q4	$969K	Buy	+3,730	New	+$910K	0.76%	38

Other funds holding GD

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Broadwater Capital's GD Position: Q2 2026 in Review

Broadwater Capital held its General Dynamics (GD) position steady in Q2 2026 at 3,730 shares worth $1.32M. The position accounts for 0.96% of the portfolio, ranked #25.

Broadwater Capital first reported a position in GD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09B in Q2 2025. 1,247 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Broadwater Capital held 3,730 shares of General Dynamics worth $1.32M as of Q2 2026.
Broadwater Capital left its General Dynamics share count unchanged in Q2 2026.
General Dynamics made up 0.96% of Broadwater Capital's portfolio in Q2 2026, its #25 holding.
Broadwater Capital first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's General Dynamics position peaked at $1.09B in Q2 2025.
1,247 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.