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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
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

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

Burkett Financial Services's GD Position: Q2 2026 in Review

Burkett Financial Services increased its General Dynamics (GD) stake by 1.3% in Q2 2026, buying an estimated $343 and bringing the position to 76 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #131.

Burkett Financial Services first reported a position in GD in Q4 2023 and has held it in 11 quarters since. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Burkett Financial Services held 76 shares of General Dynamics worth $27K as of Q2 2026.
  • Burkett Financial Services bought 1 General Dynamics share in Q2 2026, an estimated $343.
  • General Dynamics made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #131 holding.
  • Burkett Financial Services first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
  • 701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.