EFG
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Ethos Financial Group’s General Dynamics GD Stock Holding History

Ethos 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
Q1 		$276K Buy
803
+49
+6% +$17.4K 0.02% 423
2025
Q4 		$254K Sell
754
-7
-0.9% -$2.39K 0.02% 424
2025
Q3 		$260K Buy
761
+6
+0.8% +$1.89K 0.02% 390
2025
Q2 		$220K Buy
+755
New +$208K 0.02% 402
2024
Q4 		– Sell
-888
Closed -$268K – 406
2024
Q3 		$268K Buy
888
+21
+2% +$6.17K 0.04% 222
2024
Q2 		$268K Buy
+867
New +$254K 0.05% 217

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

Ethos Financial Group's GD Position: Q1 2026 in Review

Ethos Financial Group increased its General Dynamics (GD) stake by 6.5% in Q1 2026, buying an estimated $17.4K and bringing the position to 803 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #423.

Ethos Financial Group first reported a position in GD in Q2 2024 and has held it in 6 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Ethos Financial Group held 803 shares of General Dynamics worth $276K as of Q1 2026.
  • Ethos Financial Group bought 49 General Dynamics shares in Q1 2026, an estimated $17.4K.
  • General Dynamics made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #423 holding.
  • Ethos Financial Group first reported a position in General Dynamics in Q2 2024 and has held it in 6 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

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