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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
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

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Everhart Financial Group's GD Position: Q2 2026 in Review

Everhart Financial Group increased its General Dynamics (GD) stake by 1.8% in Q2 2026, buying an estimated $5.48K and bringing the position to 920 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #343.

Everhart Financial Group first reported a position in GD in Q4 2025 and has held it in 3 quarters since. 709 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Everhart Financial Group held 920 shares of General Dynamics worth $326K as of Q2 2026.
  • Everhart Financial Group bought 16 General Dynamics shares in Q2 2026, an estimated $5.48K.
  • General Dynamics made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #343 holding.
  • Everhart Financial Group first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 709 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.