Greystone Financial Group’s General Dynamics GD Stock Holding History

Greystone 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 Q1	–	Sell	-756	Closed	-$255K	–	86
2025 Q4	$255K	Sell	756 -20	-3%	-$6.82K	0.04%	94
2025 Q3	$265K	Hold	776	–	–	0.04%	97
2025 Q2	$226K	Hold	776	–	–	0.04%	93
2025 Q1	$212K	Hold	776	–	–	0.04%	98
2024 Q4	$204K	Buy	776 +20	+3%	+$5.76K	0.04%	95
2024 Q3	$228K	Buy	+756	New	+$222K	0.04%	102

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greystone Financial Group's GD Position: Q1 2026 in Review

Greystone Financial Group sold out of General Dynamics (GD) in Q1 2026, closing a stake of 756 shares — an estimated $255K sold.

Greystone Financial Group first reported a position in GD in Q3 2024 and held it in 6 quarters. The position peaked at $265K in Q3 2025. 2,211 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Greystone Financial Group reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
Greystone Financial Group sold 756 General Dynamics shares in Q1 2026, an estimated $255K.
Greystone Financial Group first reported a position in General Dynamics in Q3 2024 and held it in 6 quarters.
Greystone Financial Group's General Dynamics position peaked at $265K in Q3 2025.
2,211 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.