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Concurrent Investment Advisors’s General Dynamics GD Stock Holding History

Concurrent Investment 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 		$10.7M Buy
30,101
+1,407
+5% +$482K 0.09% 243
2026
Q1 		$9.85M Sell
28,694
-2,179
-7% -$773K 0.11% 207
2025
Q4 		$10.4M Buy
30,873
+11,713
+61% +$3.99M 0.12% 180
2025
Q3 		$6.53M Buy
19,160
+319
+2% +$101K 0.11% 194
2025
Q2 		$5.5M Buy
18,841
+3,089
+20% +$850K 0.11% 204
2025
Q1 		$4.29M Buy
15,752
+273
+2% +$71K 0.1% 214
2024
Q4 		$4.08M Buy
15,479
+300
+2% +$86.4K 0.11% 188
2024
Q3 		$4.59M Buy
15,179
+1,563
+11% +$459K 0.14% 160
2024
Q2 		$3.95M Buy
13,616
+3,177
+30% +$931K 0.13% 164
2024
Q1 		$2.95M Sell
10,439
-1,694
-14% -$453K 0.12% 180
2023
Q4 		$3.15M Buy
+12,133
New +$2.96M 0.15% 153

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

Concurrent Investment Advisors's GD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its General Dynamics (GD) stake by 4.9% in Q2 2026, buying an estimated $482K and bringing the position to 30,101 shares worth $10.7M. The position accounts for 0.09% of the portfolio, ranked #243.

Concurrent Investment Advisors first reported a position in GD in Q4 2023 and has held it in 11 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Concurrent Investment Advisors held 30,101 shares of General Dynamics worth $10.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,407 General Dynamics shares in Q2 2026, an estimated $482K.
  • General Dynamics made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #243 holding.
  • Concurrent Investment Advisors first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.