GA
GD icon

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalVest Advisory's GD Position: Q2 2026 in Review

GoalVest Advisory held its General Dynamics (GD) position steady in Q2 2026 at 345 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #144.

GoalVest Advisory first reported a position in GD in Q1 2022 and has held it in 16 quarters since. 379 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • GoalVest Advisory held 345 shares of General Dynamics worth $122K as of Q2 2026.
  • GoalVest Advisory left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #144 holding.
  • GoalVest Advisory first reported a position in General Dynamics in Q1 2022 and has held it in 16 quarters since.
  • 379 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.