Cape Investment Advisory’s General Dynamics GD Stock Holding History

Cape Investment Advisory’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	$113K	Buy	+319	New	+$109K	0.03%	322
2026 Q1	–	Sell	-352	Closed	-$119K	–	575
2025 Q4	$119K	Buy	352 +31	+10%	+$10.6K	0.04%	272
2025 Q3	$109K	Sell	321 -6	-2%	-$1.89K	0.11%	152
2025 Q2	$95.4K	Buy	327 +37	+13%	+$10.2K	0.03%	274
2025 Q1	$79K	Buy	290 +117	+68%	+$30.4K	0.03%	281
2024 Q4	$45.6K	Buy	173 +24	+16%	+$6.91K	0.02%	345
2024 Q3	$45K	Buy	149 +88	+144%	+$25.9K	0.02%	334
2024 Q2	$17.7K	Hold	61	–	–	0.01%	435
2024 Q1	$17.2K	Sell	61 -8	-12%	-$2.14K	0.01%	460
2023 Q4	$17.9K	Hold	69	–	–	0.01%	553
2023 Q3	$15.3K	Sell	69 -7	-9%	-$1.55K	0.01%	490
2023 Q2	$16.3K	Buy	76 +9	+13%	+$1.94K	0.01%	475
2023 Q1	$15.3K	Buy	+67	New	+$15.5K	0.01%	469

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Cape Investment Advisory's GD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in General Dynamics (GD) in Q2 2026: 319 shares worth $113K. The stake represents 0.03% of the portfolio and ranks #322 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GD as recently as Q4 2025.

Cape Investment Advisory first reported a position in GD in Q1 2023 and has held it in 13 quarters since. The position peaked at $119K in Q4 2025. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Cape Investment Advisory held 319 shares of General Dynamics worth $113K as of Q2 2026.
General Dynamics was a new Cape Investment Advisory position in Q2 2026.
General Dynamics made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #322 holding.
Cape Investment Advisory first reported a position in General Dynamics in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's General Dynamics position peaked at $119K in Q4 2025.
701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.