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Fiduciary Alliance’s General Dynamics GD Stock Holding History

Fiduciary Alliance’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 		$805K Sell
2,273
-182
-7% -$62.3K 0.05% 293
2026
Q1 		$832K Sell
2,455
-147
-6% -$52.1K 0.05% 287
2025
Q4 		$876K Buy
2,602
+294
+13% +$100K 0.06% 255
2025
Q3 		$787K Buy
2,308
+57
+3% +$18K 0.05% 265
2025
Q2 		$657K Buy
2,251
+761
+51% +$209K 0.05% 282
2025
Q1 		$406K Sell
1,490
-141
-9% -$36.6K 0.04% 283
2024
Q4 		$430K Buy
+1,631
New +$470K 0.04% 255

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Fiduciary Alliance's GD Position: Q2 2026 in Review

Fiduciary Alliance reduced its General Dynamics (GD) stake by 7.4% in Q2 2026, selling an estimated $62.3K and leaving 2,273 shares worth $805K. The position accounts for 0.05% of the portfolio, ranked #293.

Fiduciary Alliance first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $876K in Q4 2025. 438 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Fiduciary Alliance held 2,273 shares of General Dynamics worth $805K as of Q2 2026.
  • Fiduciary Alliance sold 182 General Dynamics shares in Q2 2026, an estimated $62.3K.
  • General Dynamics made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #293 holding.
  • Fiduciary Alliance first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Alliance's General Dynamics position peaked at $876K in Q4 2025.
  • 438 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.