CAI
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Capital Advisors Inc’s General Dynamics GD Stock Holding History

Capital Advisors Inc’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 		$1.61M Buy
4,551
+29
+0.6% +$9.93K 0.02% 144
2026
Q1 		$1.55M Buy
4,522
+374
+9% +$133K 0.02% 142
2025
Q4 		$1.4M Hold
4,148
– – 0.02% 143
2025
Q3 		$1.41M Buy
4,148
+1
+0% +$315 0.02% 137
2025
Q2 		$1.21M Buy
4,147
+11
+0.3% +$3.03K 0.02% 140
2025
Q1 		$1.13M Buy
4,136
+33
+0.8% +$8.58K 0.02% 140
2024
Q4 		$1.08M Sell
4,103
-685
-14% -$197K 0.02% 132
2024
Q3 		$1.45M Buy
4,788
+661
+16% +$194K 0.03% 130
2024
Q2 		$1.2M Buy
4,127
+39
+1% +$11.4K 0.02% 138
2024
Q1 		$1.15M Hold
4,088
– – 0.02% 143
2023
Q4 		$1.06M Hold
4,088
– – 0.02% 153
2023
Q3 		$903K Sell
4,088
-145
-3% -$32.1K 0.02% 140
2023
Q2 		$911K Buy
4,233
+143
+3% +$30.9K 0.02% 143
2023
Q1 		$933K Buy
4,090
+2
+0% +$462 0.03% 137
2022
Q4 		$1.01M Hold
4,088
– – 0.03% 133
2022
Q3 		$904K Hold
4,088
– – 0.03% 130
2022
Q2 		$904K Hold
4,088
– – 0.03% 136
2022
Q1 		$986K Sell
4,088
-100
-2% -$22.2K 0.03% 126
2021
Q4 		$873K Sell
4,188
-500
-11% -$101K 0.02% 134
2021
Q3 		$919K Hold
4,688
– – 0.03% 128
2021
Q2 		$883K Hold
4,688
– – 0.03% 130
2021
Q1 		$851K Buy
4,688
+600
+15% +$98K 0.03% 128
2020
Q4 		$608K Buy
+4,088
New +$598K 0.02% 127

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

Capital Advisors Inc's GD Position: Q2 2026 in Review

Capital Advisors Inc increased its General Dynamics (GD) stake by 0.64% in Q2 2026, buying an estimated $9.93K and bringing the position to 4,551 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #144.

Capital Advisors Inc first reported a position in GD in Q4 2020 and has held it in 23 quarters since. 707 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Capital Advisors Inc held 4,551 shares of General Dynamics worth $1.61M as of Q2 2026.
  • Capital Advisors Inc bought 29 General Dynamics shares in Q2 2026, an estimated $9.93K.
  • General Dynamics made up 0.02% of Capital Advisors Inc's portfolio in Q2 2026, its #144 holding.
  • Capital Advisors Inc first reported a position in General Dynamics in Q4 2020 and has held it in 23 quarters since.
  • 707 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.