CIA
GD icon

Caerus Investment Advisors’s General Dynamics GD Stock Holding History

Caerus Investment Advisors’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 		$373K Sell
1,053
-714
-40% -$245K 0.12% 154
2026
Q1 		$606K Sell
1,767
-1,828
-51% -$648K 0.25% 84
2025
Q4 		$1.21M Buy
3,595
+410
+13% +$140K 0.39% 49
2025
Q3 		$1.09M Buy
+3,185
New +$1M 0.44% 34

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caerus Investment Advisors's GD Position: Q2 2026 in Review

Caerus Investment Advisors reduced its General Dynamics (GD) stake by 40% in Q2 2026, selling an estimated $245K and leaving 1,053 shares worth $373K. The position accounts for 0.12% of the portfolio, ranked #154.

Caerus Investment Advisors first reported a position in GD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q4 2025. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Caerus Investment Advisors held 1,053 shares of General Dynamics worth $373K as of Q2 2026.
  • Caerus Investment Advisors sold 714 General Dynamics shares in Q2 2026, an estimated $245K.
  • General Dynamics made up 0.12% of Caerus Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • Caerus Investment Advisors first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's General Dynamics position peaked at $1.21M in Q4 2025.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.