EverSource Wealth Advisors’s General Dynamics GD Stock Holding History

EverSource Wealth 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 Q2	$1.22M	Sell	3,435 -885	-20%	-$303K	0.04%	312
2026 Q1	$1.48M	Sell	4,320 -125	-3%	-$44.3K	0.05%	285
2025 Q4	$1.5M	Buy	4,445 +409	+10%	+$139K	0.06%	249
2025 Q3	$1.38M	Buy	4,036 +450	+13%	+$142K	0.05%	235
2025 Q2	$1.05M	Buy	3,586 +682	+23%	+$188K	0.05%	266
2025 Q1	$792K	Buy	2,904 +225	+8%	+$58.5K	0.04%	290
2024 Q4	$706K	Buy	2,679 +125	+5%	+$36K	0.04%	301
2024 Q3	$772K	Buy	2,554 +195	+8%	+$57.3K	0.05%	259
2024 Q2	$705K	Buy	2,359 +1,048	+80%	+$307K	0.05%	264
2024 Q1	$376K	Buy	1,311 +596	+83%	+$159K	0.03%	331
2023 Q4	$186K	Buy	715 +28	+4%	+$6.83K	0.02%	448
2023 Q3	$152K	Buy	687 +42	+7%	+$9.29K	0.02%	463
2023 Q2	$139K	Buy	645 +280	+77%	+$60.4K	0.02%	476
2023 Q1	$83.3K	Buy	365 +213	+140%	+$49.2K	0.01%	607
2022 Q4	$37.7K	Buy	152 +58	+62%	+$14.1K	0.01%	866
2022 Q3	$20K	Buy	94 +85	+944%	+$19.2K	﹤0.01%	901
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	1505
2022 Q1	$2K	Sell	9 -28	-76%	-$6.22K	﹤0.01%	1523
2021 Q4	$8K	Buy	+37	New	+$7.47K	﹤0.01%	1048

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's GD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its General Dynamics (GD) stake by 20% in Q2 2026, selling an estimated $303K and leaving 3,435 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #312.

EverSource Wealth Advisors first reported a position in GD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.5M in Q4 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

EverSource Wealth Advisors held 3,435 shares of General Dynamics worth $1.22M as of Q2 2026.
EverSource Wealth Advisors sold 885 General Dynamics shares in Q2 2026, an estimated $303K.
General Dynamics made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #312 holding.
EverSource Wealth Advisors first reported a position in General Dynamics in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's General Dynamics position peaked at $1.5M in Q4 2025.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.