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Burkett Financial Services’s General Dynamics GD Stock Holding History

Burkett Financial Services’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 		$17.1K Sell
51
-25
-33% -$9.28K 0.01% 267
2026
Q2 		$27K Buy
76
+1
+1% +$343 0.01% 131
2026
Q1 		$26K Hold
75
– – 0.01% 133
2025
Q4 		$25.4K Hold
75
– – 0.01% 130
2025
Q3 		$25.6K Buy
75
+65
+650% +$20.5K 0.01% 131
2025
Q2 		$2.95K Hold
10
– – ﹤0.01% 187
2025
Q1 		$2.74K Hold
10
– – ﹤0.01% 211
2024
Q4 		$2.63K Hold
10
– – ﹤0.01% 186
2024
Q3 		$3.02K Sell
10
-82
-89% -$24.1K ﹤0.01% 173
2024
Q2 		$26.7K Buy
92
+1
+1% +$293 0.01% 104
2024
Q1 		$25.8K Hold
91
– – 0.01% 109
2023
Q4 		$23.6K Buy
+91
New +$22.2K 0.01% 110

Other funds holding GD

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Burkett Financial Services's GD Position: Q3 2026 in Review

Burkett Financial Services reduced its General Dynamics (GD) stake by 33% in Q3 2026, selling an estimated $9.28K and leaving 51 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #267.

Burkett Financial Services first reported a position in GD in Q4 2023 and has held it in 12 quarters since. The position peaked at $27K in Q2 2026. 148 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Burkett Financial Services held 51 shares of General Dynamics worth $17.1K as of Q3 2026.
  • Burkett Financial Services sold 25 General Dynamics shares in Q3 2026, an estimated $9.28K.
  • General Dynamics made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #267 holding.
  • Burkett Financial Services first reported a position in General Dynamics in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's General Dynamics position peaked at $27K in Q2 2026.
  • 148 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.