Cooper Financial Group
GD icon

Cooper Financial Group’s General Dynamics GD Stock Holding History

Cooper Financial Group’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 		$276K Buy
832
+143
+21% +$53.1K 0.02% 365
2026
Q2 		$244K Buy
689
+47
+7% +$16.1K 0.02% 387
2026
Q1 		$220K Buy
+642
New +$228K 0.02% 393
2025
Q4 		– Sell
-1,529
Closed -$521K – 393
2025
Q3 		$521K Buy
1,529
+111
+8% +$35K 0.06% 232
2025
Q2 		$414K Buy
1,418
+60
+4% +$16.5K 0.05% 260
2025
Q1 		$370K Buy
1,358
+99
+8% +$25.7K 0.05% 281
2024
Q4 		$332K Buy
1,259
+122
+11% +$35.1K 0.04% 294
2024
Q3 		$344K Sell
1,137
-130
-10% -$38.2K 0.04% 294
2024
Q2 		$368K Buy
1,267
+229
+22% +$67.1K 0.05% 263
2024
Q1 		$293K Buy
1,038
+22
+2% +$5.88K 0.05% 287
2023
Q4 		$264K Buy
1,016
+1
+0.1% +$244 0.05% 289
2023
Q3 		$224K Buy
1,015
+1
+0.1% +$221 0.05% 297
2023
Q2 		$218K Hold
1,014
– – 0.05% 293
2023
Q1 		$231K Hold
1,014
– – 0.06% 269
2022
Q4 		$252K Sell
1,014
-67
-6% -$16.3K 0.08% 247
2022
Q3 		$229K Buy
1,081
+1
+0.1% +$226 0.08% 228
2022
Q2 		$239K Hold
1,080
– – 0.09% 213
2022
Q1 		$260K Buy
+1,080
New +$240K 0.1% 194

Other funds holding GD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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 New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Cooper Financial Group's GD Position: Q3 2026 in Review

Cooper Financial Group increased its General Dynamics (GD) stake by 21% in Q3 2026, buying an estimated $53.1K and bringing the position to 832 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #365.

Cooper Financial Group first reported a position in GD in Q1 2022 and has held it in 18 quarters since. The position peaked at $521K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Cooper Financial Group held 832 shares of General Dynamics worth $276K as of Q3 2026.
  • Cooper Financial Group bought 143 General Dynamics shares in Q3 2026, an estimated $53.1K.
  • General Dynamics made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #365 holding.
  • Cooper Financial Group first reported a position in General Dynamics in Q1 2022 and has held it in 18 quarters since.
  • Cooper Financial Group's General Dynamics position peaked at $521K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.