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Capital Performance Advisors’s General Dynamics GD Stock Holding History

Capital Performance 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 		– Sell
-1,539
Closed -$528K – 386
2026
Q1 		$528K Buy
1,539
+52
+3% +$18.4K 0.04% 217
2025
Q4 		$501K Buy
1,487
+374
+34% +$128K 0.04% 215
2025
Q3 		$379K Buy
+1,113
New +$351K 0.06% 172
2024
Q4 		– Sell
-235
Closed -$71K – 1119
2024
Q3 		$71K Buy
+235
New +$69.1K 0.02% 261

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 $3.38T AUM 44.17% 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

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

Capital Performance Advisors sold out of General Dynamics (GD) in Q2 2026, closing a stake of 1,539 shares — an estimated $528K sold.

Capital Performance Advisors first reported a position in GD in Q3 2024 and held it in 4 quarters. The position peaked at $528K in Q1 2026. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Capital Performance Advisors reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,539 General Dynamics shares in Q2 2026, an estimated $528K.
  • Capital Performance Advisors first reported a position in General Dynamics in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's General Dynamics position peaked at $528K in Q1 2026.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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