Gratus Wealth Advisors
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Gratus Wealth Advisors’s General Dynamics GD Stock Holding History

Gratus Wealth 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 		$283K Hold
854
– – 0.04% 118
2026
Q2 		$303K Sell
854
-18
-2% -$6.16K 0.04% 115
2026
Q1 		$299K Buy
872
+18
+2% +$6.38K 0.04% 116
2025
Q4 		$288K Hold
854
– – 0.04% 116
2025
Q3 		$291K Hold
854
– – 0.04% 115
2025
Q2 		$249K Sell
854
-20
-2% -$5.5K 0.04% 119
2025
Q1 		$238K Sell
874
-557
-39% -$145K 0.04% 119
2024
Q4 		$377K Sell
1,431
-86
-6% -$24.8K 0.06% 99
2024
Q3 		$451K Sell
1,517
-571
-27% -$168K 0.07% 95
2024
Q2 		$602K Hold
2,088
– – 0.1% 84
2024
Q1 		$596K Hold
2,088
– – 0.11% 83
2023
Q4 		$542K Buy
+2,088
New +$509K 0.11% 82

Other funds holding GD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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 New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Gratus Wealth Advisors's GD Position: Q3 2026 in Review

Gratus Wealth Advisors held its General Dynamics (GD) position steady in Q3 2026 at 854 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #118.

Gratus Wealth Advisors first reported a position in GD in Q4 2023 and has held it in 12 quarters since. The position peaked at $602K in Q2 2024. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Gratus Wealth Advisors held 854 shares of General Dynamics worth $283K as of Q3 2026.
  • Gratus Wealth Advisors left its General Dynamics share count unchanged in Q3 2026.
  • General Dynamics made up 0.04% of Gratus Wealth Advisors's portfolio in Q3 2026, its #118 holding.
  • Gratus Wealth Advisors first reported a position in General Dynamics in Q4 2023 and has held it in 12 quarters since.
  • Gratus Wealth Advisors's General Dynamics position peaked at $602K in Q2 2024.
  • 1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.