Capital Advisors Ltd’s General Dynamics GD Stock Holding History

Capital Advisors Ltd’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	$566K	Buy	1,598 +176	+12%	+$60.3K	0.06%	172
2026 Q1	$488K	Sell	1,422 -19	-1%	-$6.74K	0.06%	179
2025 Q4	$485K	Hold	1,441	–	–	0.05%	176
2025 Q3	$491K	Buy	1,441 +77	+6%	+$24.3K	0.06%	169
2025 Q2	$398K	Buy	1,364 +16	+1%	+$4.4K	0.05%	189
2025 Q1	$367K	Sell	1,348 -8	-0.6%	-$2.08K	0.05%	191
2024 Q4	$357K	Buy	1,356 +47	+4%	+$13.5K	0.05%	199
2024 Q3	$396K	Sell	1,309 -9	-0.7%	-$2.65K	0.05%	188
2024 Q2	$382K	Buy	1,318 +9	+0.7%	+$2.64K	0.05%	186
2024 Q1	$370K	Buy	1,309 +6	+0.5%	+$1.6K	0.05%	189
2023 Q4	$338K	Buy	1,303 +5	+0.4%	+$1.22K	0.05%	193
2023 Q3	$287K	Buy	1,298 +7	+0.5%	+$1.55K	0.04%	204
2023 Q2	$278K	Buy	1,291 +420	+48%	+$90.6K	0.04%	216
2023 Q1	$199K	Sell	871 -472	-35%	-$109K	0.03%	240
2022 Q4	$233K	Buy	1,343 +399	+42%	+$97.3K	0.04%	210
2022 Q3	$200K	Sell	944 -31	-3%	-$7K	0.04%	230
2022 Q2	$216K	Sell	975 -91	-9%	-$20.9K	0.04%	214
2022 Q1	$257K	Buy	1,066 +2	+0.2%	+$444	0.04%	201
2021 Q4	$222K	Buy	1,064 +253	+31%	+$51.1K	0.04%	218
2021 Q3	$159K	Buy	811 +493	+155%	+$96.5K	0.03%	240
2021 Q2	$60K	Hold	318	–	–	0.01%	304
2021 Q1	$58K	Sell	318 -142	-31%	-$23.2K	0.01%	283
2020 Q4	$68K	Hold	460	–	–	0.02%	261
2020 Q3	$64K	Hold	460	–	–	0.02%	256
2020 Q2	$69K	Hold	460	–	–	0.02%	253
2020 Q1	$61K	Hold	460	–	–	0.02%	244
2019 Q4	$81K	Hold	460	–	–	0.02%	227
2019 Q3	$84K	Hold	460	–	–	0.02%	216
2019 Q2	$84K	Hold	460	–	–	0.02%	229
2019 Q1	$78K	Hold	460	–	–	0.02%	241
2018 Q4	$72K	Hold	460	–	–	0.02%	242
2018 Q3	$94K	Buy	460 +426	+1,253%	+$83.4K	0.03%	232
2018 Q2	$6K	Hold	34	–	–	﹤0.01%	360
2018 Q1	$8K	Hold	34	–	–	﹤0.01%	333
2017 Q4	$7K	Hold	34	–	–	﹤0.01%	346
2017 Q3	$7K	Hold	34	–	–	﹤0.01%	344
2017 Q2	$7K	Hold	34	–	–	﹤0.01%	348
2017 Q1	$6K	Hold	34	–	–	﹤0.01%	337
2016 Q4	$6K	Buy	+34	New	+$5.56K	﹤0.01%	325

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Capital Advisors Ltd increased its General Dynamics (GD) stake by 12% in Q2 2026, buying an estimated $60.3K and bringing the position to 1,598 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #172.

Capital Advisors Ltd first reported a position in GD in Q4 2016 and has held it in 39 quarters since. 759 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Capital Advisors Ltd held 1,598 shares of General Dynamics worth $566K as of Q2 2026.
Capital Advisors Ltd bought 176 General Dynamics shares in Q2 2026, an estimated $60.3K.
General Dynamics made up 0.06% of Capital Advisors Ltd's portfolio in Q2 2026, its #172 holding.
Capital Advisors Ltd first reported a position in General Dynamics in Q4 2016 and has held it in 39 quarters since.
759 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.