DFA
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Delta Financial Advisors’s General Dynamics GD Stock Holding History

Delta Financial 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
Q1 		$202K Buy
+589
New +$209K 0.05% 146
2025
Q4 		– Sell
-589
Closed -$201K – 150
2025
Q3 		$201K Buy
+589
New +$186K 0.06% 145

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Delta Financial Advisors's GD Position: Q1 2026 in Review

Delta Financial Advisors opened a new position in General Dynamics (GD) in Q1 2026: 589 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #146 among its holdings. This is a return to the name: Delta Financial Advisors previously reported a position in GD as recently as Q3 2025.

Delta Financial Advisors first reported a position in GD in Q3 2025 and has held it in 2 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Delta Financial Advisors held 589 shares of General Dynamics worth $202K as of Q1 2026.
  • General Dynamics was a new Delta Financial Advisors position in Q1 2026.
  • General Dynamics made up 0.05% of Delta Financial Advisors's portfolio in Q1 2026, its #146 holding.
  • Delta Financial Advisors first reported a position in General Dynamics in Q3 2025 and has held it in 2 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.