Evergreen Capital Management
GD icon

Evergreen Capital Management’s General Dynamics GD Stock Holding History

Evergreen Capital 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 		$11.9M Sell
35,978
-6,025
-14% -$2.24M 0.21% 103
2026
Q2 		$14.9M Sell
42,003
-1,080
-3% -$370K 0.26% 82
2026
Q1 		$14.8M Buy
43,083
+1,027
+2% +$364K 0.32% 72
2025
Q4 		$14.2M Sell
42,056
-37
-0.1% -$12.6K 0.32% 77
2025
Q3 		$14.4M Sell
42,093
-662
-2% -$209K 0.34% 70
2025
Q2 		$12.5M Buy
42,755
+26,487
+163% +$7.29M 0.38% 73
2025
Q1 		$4.43M Buy
16,268
+12,292
+309% +$3.19M 0.15% 158
2024
Q4 		$1.05M Buy
3,976
+1
+0% +$288 0.03% 328
2024
Q3 		$1.2M Sell
3,975
-14
-0.4% -$4.11K 0.04% 313
2024
Q2 		$1.16M Buy
3,989
+2,396
+150% +$702K 0.04% 292
2024
Q1 		$450K Hold
1,593
– – 0.02% 474
2023
Q4 		$414K Buy
1,593
+80
+5% +$19.5K 0.02% 466
2023
Q3 		$334K Buy
1,513
+54
+4% +$11.9K 0.01% 518
2023
Q2 		$314K Sell
1,459
-157
-10% -$33.9K 0.01% 534
2023
Q1 		$369K Sell
1,616
-1,155
-42% -$267K 0.02% 447
2022
Q4 		$688K Buy
2,771
+812
+41% +$198K 0.03% 321
2022
Q3 		$415K Buy
1,959
+654
+50% +$148K 0.02% 377
2022
Q2 		$290K Sell
1,305
-80
-6% -$18.4K 0.02% 430
2022
Q1 		$334K Buy
1,385
+7
+0.5% +$1.56K 0.01% 459
2021
Q4 		$287K Buy
1,378
+18
+1% +$3.64K 0.01% 491
2021
Q3 		$267K Buy
1,360
+8
+0.6% +$1.57K 0.01% 467
2021
Q2 		$255K Sell
1,352
-109
-7% -$20.6K 0.01% 454
2021
Q1 		$265K Sell
1,461
-35,983
-96% -$5.88M 0.01% 422
2020
Q4 		$5.57M Buy
37,444
+1,459
+4% +$213K 0.33% 82
2020
Q3 		$4.98M Sell
35,985
-308
-0.8% -$45.5K 0.34% 81
2020
Q2 		$5.42M Buy
+36,293
New +$5.12M 0.41% 63

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Roffman Miller Associates
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Evergreen Capital Management's GD Position: Q3 2026 in Review

Evergreen Capital Management reduced its General Dynamics (GD) stake by 14% in Q3 2026, selling an estimated $2.24M and leaving 35,978 shares worth $11.9M. The position accounts for 0.21% of the portfolio, ranked #103.

Evergreen Capital Management first reported a position in GD in Q2 2020 and has held it in 26 quarters since. The position peaked at $14.9M in Q2 2026. 632 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Evergreen Capital Management held 35,978 shares of General Dynamics worth $11.9M as of Q3 2026.
  • Evergreen Capital Management sold 6,025 General Dynamics shares in Q3 2026, an estimated $2.24M.
  • General Dynamics made up 0.21% of Evergreen Capital Management's portfolio in Q3 2026, its #103 holding.
  • Evergreen Capital Management first reported a position in General Dynamics in Q2 2020 and has held it in 26 quarters since.
  • Evergreen Capital Management's General Dynamics position peaked at $14.9M in Q2 2026.
  • 632 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.