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Fortem Financial Group’s General Dynamics GD Stock Holding History

Fortem Financial Group’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 		$776K Sell
2,191
-9
-0.4% -$3.08K 0.16% 103
2026
Q1 		$755K Sell
2,200
-146
-6% -$51.8K 0.19% 100
2025
Q4 		$790K Buy
2,346
+118
+5% +$40.2K 0.21% 89
2025
Q3 		$760K Sell
2,228
-471
-17% -$148K 0.22% 85
2025
Q2 		$787K Sell
2,699
-1,128
-29% -$310K 0.25% 86
2025
Q1 		$1.04M Sell
3,827
-548
-13% -$142K 0.41% 71
2024
Q4 		$1.15M Sell
4,375
-85
-2% -$24.5K 0.45% 65
2024
Q3 		$1.35M Sell
4,460
-247
-5% -$72.6K 0.55% 50
2024
Q2 		$1.37M Sell
4,707
-154
-3% -$45.1K 0.59% 47
2024
Q1 		$1.37M Buy
4,861
+337
+7% +$90.1K 0.6% 53
2023
Q4 		$1.17M Buy
4,524
+152
+3% +$37.1K 0.58% 54
2023
Q3 		$966K Sell
4,372
-1,012
-19% -$224K 0.57% 53
2023
Q2 		$1.16M Buy
5,384
+491
+10% +$106K 0.69% 45
2023
Q1 		$1.12M Buy
4,893
+389
+9% +$89.9K 0.73% 42
2022
Q4 		$1.12M Buy
4,504
+566
+14% +$138K 0.66% 46
2022
Q3 		$836K Buy
+3,938
New +$890K 0.58% 67

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Fortem Financial Group's GD Position: Q2 2026 in Review

Fortem Financial Group reduced its General Dynamics (GD) stake by 0.41% in Q2 2026, selling an estimated $3.08K and leaving 2,191 shares worth $776K. The position accounts for 0.16% of the portfolio, ranked #103.

Fortem Financial Group first reported a position in GD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.37M in Q1 2024. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Fortem Financial Group held 2,191 shares of General Dynamics worth $776K as of Q2 2026.
  • Fortem Financial Group sold 9 General Dynamics shares in Q2 2026, an estimated $3.08K.
  • General Dynamics made up 0.16% of Fortem Financial Group's portfolio in Q2 2026, its #103 holding.
  • Fortem Financial Group first reported a position in General Dynamics in Q3 2022 and has held it in 16 quarters since.
  • Fortem Financial Group's General Dynamics position peaked at $1.37M in Q1 2024.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.