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Everhart Financial Group’s General Dynamics GD Stock Holding History

Everhart 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
Q3 		$300K Sell
905
-15
-2% -$5.57K 0.02% 379
2026
Q2 		$326K Buy
920
+16
+2% +$5.48K 0.02% 343
2026
Q1 		$310K Buy
904
+295
+48% +$105K 0.03% 349
2025
Q4 		$205K Buy
+609
New +$208K 0.02% 407

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Everhart Financial Group's GD Position: Q3 2026 in Review

Everhart Financial Group reduced its General Dynamics (GD) stake by 1.6% in Q3 2026, selling an estimated $5.57K and leaving 905 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #379.

Everhart Financial Group first reported a position in GD in Q4 2025 and has held it in 4 quarters since. The position peaked at $326K in Q2 2026. 163 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Everhart Financial Group held 905 shares of General Dynamics worth $300K as of Q3 2026.
  • Everhart Financial Group sold 15 General Dynamics shares in Q3 2026, an estimated $5.57K.
  • General Dynamics made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #379 holding.
  • Everhart Financial Group first reported a position in General Dynamics in Q4 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's General Dynamics position peaked at $326K in Q2 2026.
  • 163 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.