Financial Perspectives’s General Dynamics GD Stock Holding History

Financial Perspectives’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	$40K	Hold	113	–	–	0.01%	363
2026 Q1	$38.7K	Hold	113	–	–	0.01%	344
2025 Q4	$37.9K	Sell	113 -6	-5%	-$2.05K	0.01%	348
2025 Q3	$40.7K	Hold	119	–	–	0.01%	338
2025 Q2	$34.8K	Hold	119	–	–	0.01%	353
2025 Q1	$32.3K	Buy	119 +1	+0.8%	+$260	0.01%	349
2024 Q4	$31.1K	Buy	118 +78	+195%	+$22.5K	0.01%	353
2024 Q3	$12K	Hold	40	–	–	﹤0.01%	453
2024 Q2	$11.5K	Buy	40 +1	+3%	+$293	﹤0.01%	449
2024 Q1	$11.1K	Hold	39	–	–	﹤0.01%	445
2023 Q4	$10.2K	Hold	39	–	–	﹤0.01%	465
2023 Q3	$8.6K	Hold	39	–	–	﹤0.01%	465
2023 Q2	$8.33K	Buy	39 +1	+3%	+$216	﹤0.01%	464
2023 Q1	$8.78K	Hold	38	–	–	﹤0.01%	458
2022 Q4	$9.49K	Hold	38	–	–	﹤0.01%	450
2022 Q3	$8.08K	Hold	38	–	–	﹤0.01%	456
2022 Q2	$8.38K	Hold	38	–	–	﹤0.01%	461
2022 Q1	$9.08K	Buy	38 +1	+3%	+$222	﹤0.01%	473
2021 Q4	$7.81K	Hold	37	–	–	﹤0.01%	462
2021 Q3	$7.3K	Hold	37	–	–	﹤0.01%	474
2021 Q2	$6.97K	Buy	+37	New	+$6.98K	﹤0.01%	498

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Financial Perspectives's GD Position: Q2 2026 in Review

Financial Perspectives held its General Dynamics (GD) position steady in Q2 2026 at 113 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #363.

Financial Perspectives first reported a position in GD in Q2 2021 and has held it in 21 quarters since. The position peaked at $40.7K in Q3 2025. 704 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Financial Perspectives held 113 shares of General Dynamics worth $40K as of Q2 2026.
Financial Perspectives left its General Dynamics share count unchanged in Q2 2026.
General Dynamics made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #363 holding.
Financial Perspectives first reported a position in General Dynamics in Q2 2021 and has held it in 21 quarters since.
Financial Perspectives's General Dynamics position peaked at $40.7K in Q3 2025.
704 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.