Formidable Asset Management’s General Dynamics GD Stock Holding History

Formidable Asset Management’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	$2M	Sell	5,832 -69	-1%	-$23.6K	0.32%	62
2026 Q1	$1.99M	Sell	5,901 -283	-5%	-$100K	0.31%	62
2025 Q4	$2.11M	Sell	6,184 -1,640	-21%	-$559K	0.31%	59
2025 Q3	$2.28M	Sell	7,824 -52	-0.7%	-$16.4K	0.36%	49
2025 Q2	$2.15M	Hold	7,876	–	–	0.36%	53
2025 Q1	$2.15M	Sell	7,876 -281	-3%	-$73K	0.36%	53
2024 Q4	$2.15M	Sell	8,157 -5	-0.1%	-$1.44K	0.35%	55
2024 Q3	$2.47M	Sell	8,162 -571	-7%	-$168K	0.39%	51
2024 Q2	$2.53M	Sell	8,733 -300	-3%	-$87.9K	0.41%	41
2024 Q1	$2.55M	Buy	9,033 +1,128	+14%	+$302K	0.42%	47
2023 Q4	$2.05M	Sell	7,905 -55	-0.7%	-$13.4K	0.43%	42
2023 Q3	$1.76M	Buy	7,960 +117	+1%	+$25.9K	0.39%	47
2023 Q2	$1.69M	Buy	7,843 +170	+2%	+$36.7K	0.37%	50
2023 Q1	$1.78M	Sell	7,673 -179	-2%	-$41.4K	0.38%	43
2022 Q4	$1.95M	Sell	7,852 -321	-4%	-$78.3K	0.44%	35
2022 Q3	$2.01M	Sell	8,173 -205	-2%	-$46.3K	0.47%	34
2022 Q2	$1.85M	Sell	8,378 -44	-0.5%	-$10.1K	0.42%	40
2022 Q1	$2.03M	Sell	8,422 -155	-2%	-$34.4K	0.39%	46
2021 Q4	$1.81M	Sell	8,577 -212	-2%	-$42.8K	0.35%	54
2021 Q3	$1.72M	Sell	8,789 -26	-0.3%	-$5.09K	0.32%	57
2021 Q2	$1.67M	Buy	8,815 +103	+1%	+$19.4K	0.36%	52
2021 Q1	$1.58M	Sell	8,712 -673	-7%	-$110K	0.34%	70
2020 Q4	$1.37M	Sell	9,385 -204	-2%	-$29.8K	0.32%	73
2020 Q3	$1.35M	Buy	9,589 +51	+0.5%	+$7.53K	0.39%	56
2020 Q2	$1.39M	Sell	9,538 -20	-0.2%	-$2.82K	0.41%	55
2020 Q1	$1.26M	Sell	9,558 -489	-5%	-$81.2K	0.5%	46
2019 Q4	$1.84M	Buy	+10,047	New	+$1.8M	0.58%	36
2019 Q3	–	Sell	-9,642	Closed	-$1.79M	–	162
2019 Q2	$1.79M	Buy	+9,642	New	+$1.66M	0.62%	32
2017 Q4	–	Sell	-8,483	Closed	-$1.74M	–	138
2017 Q3	$1.74M	Buy	8,483 +10	+0.1%	+$2K	0.74%	19
2017 Q2	$1.68M	Buy	8,473 +100	+1%	+$19.6K	0.83%	17
2017 Q1	$1.64M	Buy	8,373 +402	+5%	+$74.3K	0.72%	19
2016 Q4	$1.38M	Buy	7,971 +4	+0.1%	+$654	0.7%	26
2016 Q3	$1.24M	Buy	7,967 +333	+4%	+$49.6K	0.61%	28
2016 Q2	$1.1M	Buy	7,634 +74	+1%	+$10.3K	0.61%	30
2016 Q1	$1.03M	Buy	7,560 +4,664	+161%	+$618K	0.73%	26
2015 Q4	$391K	Hold	2,896	–	–	0.27%	88
2015 Q3	$399K	Hold	2,896	–	–	0.27%	91
2015 Q2	$410K	Hold	2,896	–	–	0.26%	89
2015 Q1	$404K	Hold	2,896	–	–	0.27%	86
2014 Q4	$399K	Hold	2,896	–	–	0.27%	84
2014 Q3	$405K	Hold	2,896	–	–	0.27%	87
2014 Q2	$338K	Hold	2,896	–	–	0.2%	104
2014 Q1	$311K	Hold	2,896	–	–	0.22%	93
2013 Q4	$302K	Hold	2,896	–	–	0.2%	104
2013 Q3	$253K	Buy	+2,896	New	+$246K	0.22%	93

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

Formidable Asset Management's GD Position: Q2 2026 in Review

Formidable Asset Management reduced its General Dynamics (GD) stake by 1.2% in Q2 2026, selling an estimated $23.6K and leaving 5,832 shares worth $2M. The position accounts for 0.32% of the portfolio, ranked #62.

Formidable Asset Management first reported a position in GD in Q3 2013 and has held it in 45 quarters since. The position peaked at $2.55M in Q1 2024. 715 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Formidable Asset Management held 5,832 shares of General Dynamics worth $2M as of Q2 2026.
Formidable Asset Management sold 69 General Dynamics shares in Q2 2026, an estimated $23.6K.
General Dynamics made up 0.32% of Formidable Asset Management's portfolio in Q2 2026, its #62 holding.
Formidable Asset Management first reported a position in General Dynamics in Q3 2013 and has held it in 45 quarters since.
Formidable Asset Management's General Dynamics position peaked at $2.55M in Q1 2024.
715 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.