Fiduciary Alliance
GD icon

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
Q3 		$496K Sell
1,495
-778
-34% -$289K 0.04% 321
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

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Saratoga Research & Investment Management
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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fiduciary Alliance's GD Position: Q3 2026 in Review

Fiduciary Alliance reduced its General Dynamics (GD) stake by 34% in Q3 2026, selling an estimated $289K and leaving 1,495 shares worth $496K. The position accounts for 0.04% of the portfolio, ranked #321.

Fiduciary Alliance first reported a position in GD in Q4 2024 and has held it in 8 quarters since. The position peaked at $876K in Q4 2025. 466 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Fiduciary Alliance held 1,495 shares of General Dynamics worth $496K as of Q3 2026.
  • Fiduciary Alliance sold 778 General Dynamics shares in Q3 2026, an estimated $289K.
  • General Dynamics made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #321 holding.
  • Fiduciary Alliance first reported a position in General Dynamics in Q4 2024 and has held it in 8 quarters since.
  • Fiduciary Alliance's General Dynamics position peaked at $876K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.