Delta Financial Advisors
GD icon

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
Q3 		– Sell
-590
Closed -$209K – 154
2026
Q2 		$209K Buy
590
+1
+0.2% +$343 0.05% 147
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

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Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Delta Financial Advisors's GD Position: Q3 2026 in Review

Delta Financial Advisors sold out of General Dynamics (GD) in Q3 2026, closing a stake of 590 shares — an estimated $209K sold.

Delta Financial Advisors first reported a position in GD in Q3 2025 and held it in 3 quarters. The position peaked at $209K in Q2 2026. 1,740 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Delta Financial Advisors reported no remaining General Dynamics position as of Q3 2026 after selling out during the quarter.
  • Delta Financial Advisors sold 590 General Dynamics shares in Q3 2026, an estimated $209K.
  • Delta Financial Advisors first reported a position in General Dynamics in Q3 2025 and held it in 3 quarters.
  • Delta Financial Advisors's General Dynamics position peaked at $209K in Q2 2026.
  • 1,740 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Delta Financial Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.