GoalVest Advisory’s General Dynamics GD Stock Holding History

GoalVest Advisory’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	$130K	Buy	391 +46	+13%	+$17.1K	0.02%	143
2026 Q2	$122K	Hold	345	–	–	0.02%	144
2026 Q1	$118K	Buy	345 +21	+6%	+$7.45K	0.02%	170
2025 Q4	$109K	Hold	324	–	–	0.02%	180
2025 Q3	$110K	Buy	324 +145	+81%	+$45.7K	0.02%	162
2025 Q2	$52.2K	Sell	179 -3	-2%	-$826	0.01%	203
2025 Q1	$49.6K	Buy	182 +3	+2%	+$780	0.01%	186
2024 Q4	$47.2K	Hold	179	–	–	0.01%	191
2024 Q3	$54.1K	Hold	179	–	–	0.02%	183
2024 Q2	$51.9K	Hold	179	–	–	0.02%	173
2024 Q1	$50.6K	Hold	179	–	–	0.02%	195
2023 Q4	$46.5K	Hold	179	–	–	0.02%	142
2023 Q3	$39.6K	Hold	179	–	–	0.02%	158
2023 Q2	$38.5K	Buy	179 +79	+79%	+$17K	0.02%	157
2023 Q1	$22.6K	Hold	100	–	–	0.01%	156
2022 Q4	$24.8K	Buy	+100	New	+$24.4K	0.02%	149
2022 Q2	–	Sell	-3	Closed	-$1K	–	392
2022 Q1	$1K	Buy	+3	New	+$666	﹤0.01%	330

Other funds holding GD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

GoalVest Advisory's GD Position: Q3 2026 in Review

GoalVest Advisory increased its General Dynamics (GD) stake by 13% in Q3 2026, buying an estimated $17.1K and bringing the position to 391 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #143.

GoalVest Advisory first reported a position in GD in Q1 2022 and has held it in 17 quarters since. 632 funds tracked by Wall St. Rank hold GD as of Q3 2026.

GoalVest Advisory held 391 shares of General Dynamics worth $130K as of Q3 2026.
GoalVest Advisory bought 46 General Dynamics shares in Q3 2026, an estimated $17.1K.
General Dynamics made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #143 holding.
GoalVest Advisory first reported a position in General Dynamics in Q1 2022 and has held it in 17 quarters since.
632 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.