FFA
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Fi3 Financial Advisors’s General Dynamics GD Stock Holding History

Fi3 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
Q2 		$817K Buy
480,692
+479,639
+45,550% +$164M 0.2% 57
2026
Q1 		$361K Buy
1,053
+310
+42% +$110K 0.1% 112
2025
Q4 		$250K Buy
+743
New +$253K 0.08% 150

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fi3 Financial Advisors's GD Position: Q2 2026 in Review

Fi3 Financial Advisors increased its General Dynamics (GD) stake by 45,550% in Q2 2026, buying an estimated $164M and bringing the position to 480,692 shares worth $817K. The position accounts for 0.2% of the portfolio, ranked #57.

Fi3 Financial Advisors first reported a position in GD in Q4 2025 and has held it in 3 quarters since. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Fi3 Financial Advisors held 480,692 shares of General Dynamics worth $817K as of Q2 2026.
  • Fi3 Financial Advisors bought 479,639 General Dynamics shares in Q2 2026, an estimated $164M.
  • General Dynamics made up 0.2% of Fi3 Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • Fi3 Financial Advisors first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.