Helen Stephens Group’s General Dynamics GD Stock Holding History

Helen Stephens 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
2025 Q2	–	Sell	-909	Closed	-$248K	–	90
2025 Q1	$248K	Buy	909 +5	+0.6%	+$1.3K	0.07%	74
2024 Q4	$238K	Buy	904 +4	+0.4%	+$1.15K	0.07%	81
2024 Q3	$272K	Hold	900	–	–	0.08%	72
2024 Q2	$261K	Hold	900	–	–	0.09%	71
2024 Q1	$254K	Hold	900	–	–	0.1%	64
2023 Q4	$234K	Buy	+900	New	+$220K	0.1%	68
2023 Q2	–	Sell	-900	Closed	-$205K	–	72
2023 Q1	$205K	Hold	900	–	–	0.11%	70
2022 Q4	$223K	Buy	+900	New	+$220K	0.13%	66
2022 Q2	–	Sell	-900	Closed	-$217K	–	60
2022 Q1	$217K	Buy	+900	New	+$200K	0.15%	54

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Helen Stephens Group's GD Position: Q2 2025 in Review

Helen Stephens Group sold out of General Dynamics (GD) in Q2 2025, closing a stake of 909 shares — an estimated $248K sold.

Helen Stephens Group first reported a position in GD in Q1 2022 and held it in 9 quarters. The position peaked at $272K in Q3 2024. 1,900 funds tracked by Wall St. Rank hold GD as of Q2 2025.

Helen Stephens Group reported no remaining General Dynamics position as of Q2 2025 after selling out during the quarter.
Helen Stephens Group sold 909 General Dynamics shares in Q2 2025, an estimated $248K.
Helen Stephens Group first reported a position in General Dynamics in Q1 2022 and held it in 9 quarters.
Helen Stephens Group's General Dynamics position peaked at $272K in Q3 2024.
1,900 funds tracked by Wall St. Rank held General Dynamics as of Q2 2025.

Based on Helen Stephens Group's 13F filing for Q2 2025, filed 2 Jul 2025.