Fortis Group Advisors
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Fortis Group Advisors’s General Dynamics GD Stock Holding History

Fortis Group Advisors’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 		$5.31K Buy
16
+2
+14% +$743 ﹤0.01% 419
2026
Q2 		$4.96K Buy
14
+4
+40% +$1.37K ﹤0.01% 446
2026
Q1 		$3.43K Hold
10
– – ﹤0.01% 461
2025
Q4 		$3.37K Hold
10
– – ﹤0.01% 462
2025
Q3 		$3.41K Hold
10
– – ﹤0.01% 425
2025
Q2 		$2.92K Hold
10
– – ﹤0.01% 423
2025
Q1 		$2.73K Hold
10
– – ﹤0.01% 397
2024
Q4 		$2.64K Hold
10
– – ﹤0.01% 413
2024
Q3 		$3.02K Sell
10
-6,205
-100% -$1.82M ﹤0.01% 395
2024
Q2 		$1.8M Sell
6,215
-353
-5% -$103K 0.36% 61
2024
Q1 		$1.86M Buy
6,568
+6,548
+32,740% +$1.75M 0.34% 67
2023
Q4 		$5.19K Buy
20
+10
+100% +$2.44K ﹤0.01% 356
2023
Q3 		$2.21K Buy
+10
New +$2.21K ﹤0.01% 361

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fortis Group Advisors's GD Position: Q3 2026 in Review

Fortis Group Advisors increased its General Dynamics (GD) stake by 14% in Q3 2026, buying an estimated $743 and bringing the position to 16 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Fortis Group Advisors first reported a position in GD in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q1 2024. 1,510 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Fortis Group Advisors held 16 shares of General Dynamics worth $5.31K as of Q3 2026.
  • Fortis Group Advisors bought 2 General Dynamics shares in Q3 2026, an estimated $743.
  • General Dynamics made up ﹤0.01% of Fortis Group Advisors's portfolio in Q3 2026, its #419 holding.
  • Fortis Group Advisors first reported a position in General Dynamics in Q3 2023 and has held it in 13 quarters since.
  • Fortis Group Advisors's General Dynamics position peaked at $1.86M in Q1 2024.
  • 1,510 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.