Certified Advisory Corp
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Certified Advisory Corp’s General Dynamics GD Stock Holding History

Certified Advisory Corp’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
Q3 		$348K Buy
1,050
+1
+0.1% +$371 0.03% 257
2026
Q2 		$372K Buy
1,049
+4
+0.4% +$1.37K 0.03% 255
2026
Q1 		$359K Buy
1,045
+100
+11% +$35.5K 0.03% 251
2025
Q4 		$318K Buy
945
+6
+0.6% +$2.05K 0.03% 257
2025
Q3 		$320K Buy
939
+1
+0.1% +$315 0.03% 259
2025
Q2 		$274K Sell
938
-7
-0.7% -$1.93K 0.03% 264
2025
Q1 		$258K Sell
945
-38
-4% -$9.9K 0.03% 256
2024
Q4 		$259K Sell
983
-11
-1% -$3.17K 0.03% 255
2024
Q3 		$300K Sell
994
-57
-5% -$16.8K 0.03% 247
2024
Q2 		$305K Buy
1,051
+79
+8% +$23.1K 0.04% 230
2024
Q1 		$275K Buy
972
+19
+2% +$5.08K 0.04% 232
2023
Q4 		$247K Buy
953
+760
+394% +$185K 0.04% 240
2023
Q3 		$42.6K Sell
193
-41
-18% -$9.07K 0.01% 254
2023
Q2 		$50.3K Hold
234
– – 0.01% 235
2023
Q1 		$53.3K Buy
+234
New +$54.1K 0.01% 247
2022
Q3 		– Sell
-11
Closed -$2K – 235
2022
Q2 		$2K Sell
11
-89
-89% -$20.5K ﹤0.01% 215
2022
Q1 		$25K Buy
+100
New +$22.2K 0.01% 231
2021
Q4 		– Sell
-11
Closed -$2K – 235
2021
Q3 		$2K Buy
+11
New +$2.15K ﹤0.01% 230
2021
Q2 		– Sell
-11
Closed -$2K – 403
2021
Q1 		$2K Buy
+11
New +$1.8K ﹤0.01% 732
2020
Q2 		$2K Sell
11
-8
-42% -$1.13K ﹤0.01% 695
2020
Q1 		$2K Buy
19
+11
+138% +$1.83K ﹤0.01% 694
2019
Q4 		$1K Hold
8
– – ﹤0.01% 766
2019
Q3 		$2K Hold
8
– – ﹤0.01% 732
2019
Q2 		$2K Hold
8
– – ﹤0.01% 744
2019
Q1 		$1K Hold
8
– – ﹤0.01% 715
2018
Q4 		$1K Hold
8
– – ﹤0.01% 710
2018
Q3 		$2K Hold
8
– – ﹤0.01% 715
2018
Q2 		$2K Hold
8
– – ﹤0.01% 700
2018
Q1 		$1K Hold
8
– – ﹤0.01% 698
2017
Q4 		$1K Buy
+8
New +$1.64K ﹤0.01% 664

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Certified Advisory Corp's GD Position: Q3 2026 in Review

Certified Advisory Corp increased its General Dynamics (GD) stake by 0.1% in Q3 2026, buying an estimated $371 and bringing the position to 1,050 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #257.

Certified Advisory Corp first reported a position in GD in Q4 2017 and has held it in 30 quarters since. The position peaked at $372K in Q2 2026. 1,491 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Certified Advisory Corp held 1,050 shares of General Dynamics worth $348K as of Q3 2026.
  • Certified Advisory Corp bought 1 General Dynamics share in Q3 2026, an estimated $371.
  • General Dynamics made up 0.03% of Certified Advisory Corp's portfolio in Q3 2026, its #257 holding.
  • Certified Advisory Corp first reported a position in General Dynamics in Q4 2017 and has held it in 30 quarters since.
  • Certified Advisory Corp's General Dynamics position peaked at $372K in Q2 2026.
  • 1,491 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.