EFA
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Evernest Financial Advisors’s General Dynamics GD Stock Holding History

Evernest Financial Advisors’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 		$208K Hold
667
– – 0.04% 171
2025
Q4 		$240K Sell
667
-61
-8% -$20.8K 0.05% 160
2025
Q3 		$248K Hold
728
– – 0.07% 165
2025
Q2 		$212K Buy
+728
New +$200K 0.07% 159
2025
Q1 		– Sell
-897
Closed -$236K – 156
2024
Q4 		$236K Buy
897
+210
+31% +$60.5K 0.06% 147
2024
Q3 		$208K Sell
687
-4
-0.6% -$1.18K 0.06% 150
2024
Q2 		$200K Buy
+691
New +$202K 0.09% 125

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

Evernest Financial Advisors's GD Position: Q1 2026 in Review

Evernest Financial Advisors held its General Dynamics (GD) position steady in Q1 2026 at 667 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #171.

Evernest Financial Advisors first reported a position in GD in Q2 2024 and has held it in 7 quarters since. The position peaked at $248K in Q3 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Evernest Financial Advisors held 667 shares of General Dynamics worth $208K as of Q1 2026.
  • Evernest Financial Advisors left its General Dynamics share count unchanged in Q1 2026.
  • General Dynamics made up 0.04% of Evernest Financial Advisors's portfolio in Q1 2026, its #171 holding.
  • Evernest Financial Advisors first reported a position in General Dynamics in Q2 2024 and has held it in 7 quarters since.
  • Evernest Financial Advisors's General Dynamics position peaked at $248K in Q3 2025.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.