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Diversified Management’s General Dynamics GD Stock Holding History

Diversified Management’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 		$884K Buy
+2,665
New +$990K 0.15% 122
2026
Q2 		– Sell
-2,631
Closed -$903K – 217
2026
Q1 		$903K Buy
+2,631
New +$933K 0.15% 136

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Diversified Management's GD Position: Q3 2026 in Review

Diversified Management opened a new position in General Dynamics (GD) in Q3 2026: 2,665 shares worth $884K. The stake represents 0.15% of the portfolio and ranks #122 among its holdings. This is a return to the name: Diversified Management previously reported a position in GD as recently as Q1 2026.

Diversified Management first reported a position in GD in Q1 2026 and has held it in 2 quarters since. The position peaked at $903K in Q1 2026. 168 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Diversified Management held 2,665 shares of General Dynamics worth $884K as of Q3 2026.
  • General Dynamics was a new Diversified Management position in Q3 2026.
  • General Dynamics made up 0.15% of Diversified Management's portfolio in Q3 2026, its #122 holding.
  • Diversified Management first reported a position in General Dynamics in Q1 2026 and has held it in 2 quarters since.
  • Diversified Management's General Dynamics position peaked at $903K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.