IFP Advisors’s General Dynamics GD Stock Holding History

IFP 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 Q2	$3.22M	Buy	9,097 +334	+4%	+$114K	0.06%	362
2026 Q1	$3.01M	Buy	8,763 +1,561	+22%	+$554K	0.06%	341
2025 Q4	$2.42M	Sell	7,202 -100	-1%	-$34.1K	0.05%	366
2025 Q3	$2.49M	Sell	7,302 -35	-0.5%	-$11K	0.06%	326
2025 Q2	$2.16M	Sell	7,337 -244	-3%	-$67.2K	0.06%	342
2025 Q1	$2.07M	Buy	7,581 +724	+11%	+$188K	0.06%	348
2024 Q4	$1.81M	Buy	6,857 +4,147	+153%	+$1.19M	0.06%	352
2024 Q3	$819K	Sell	2,710 -425	-14%	-$125K	0.03%	527
2024 Q2	$910K	Sell	3,135 -1,238	-28%	-$363K	0.04%	466
2024 Q1	$1.24M	Sell	4,373 -14	-0.3%	-$3.74K	0.05%	361
2023 Q4	$1.14M	Sell	4,387 -2,869	-40%	-$700K	0.05%	358
2023 Q3	$1.6M	Buy	7,256 +2,798	+63%	+$619K	0.07%	288
2023 Q2	$959K	Buy	4,458 +381	+9%	+$82.2K	0.04%	443
2023 Q1	$830K	Sell	4,077 -5,765	-59%	-$1.33M	0.04%	443
2022 Q4	$2M	Buy	9,842 +462	+5%	+$113K	0.05%	368
2022 Q3	$1.91M	Buy	9,380 +932	+11%	+$211K	0.05%	420
2022 Q2	$1.73M	Hold	8,448	–	–	0.06%	395
2022 Q1	$1.73M	Sell	8,448 -8,655	-51%	-$1.92M	0.06%	395
2021 Q4	$3.58M	Sell	17,103 -127	-0.7%	-$25.6K	0.07%	165
2021 Q3	$3.39M	Buy	17,230 +3	+0%	+$587	0.07%	173
2021 Q2	$3.25M	Buy	17,227 +679	+4%	+$128K	0.07%	170
2021 Q1	$3M	Buy	16,548 +15,350	+1,281%	+$2.51M	0.06%	160
2020 Q4	$180K	Buy	1,198 +192	+19%	+$28.1K	0.01%	846
2020 Q3	$139K	Sell	1,006 -293	-23%	-$43.3K	0.01%	847
2020 Q2	$194K	Buy	1,299 +234	+22%	+$33K	0.02%	675
2020 Q1	$139K	Buy	1,065 +84	+9%	+$14K	0.01%	706
2019 Q4	$175K	Sell	981 -1,019	-51%	-$183K	0.01%	713
2019 Q3	$365K	Buy	+2,000	New	+$372K	0.02%	572
2019 Q1	$304K	Sell	1,798 -2,516	-58%	-$424K	0.04%	373
2018 Q4	$670K	Sell	4,314 -426	-9%	-$76.3K	0.04%	455
2018 Q3	$970K	Sell	4,740 -1,343	-22%	-$263K	0.04%	439
2018 Q2	$1.13M	Buy	6,083 +144	+2%	+$29.5K	0.05%	387
2018 Q1	$1.21M	Hold	5,939	–	–	0.05%	344
2017 Q4	$1.21M	Sell	5,939 -1,618	-21%	-$331K	0.05%	345
2017 Q3	$1.55M	Buy	7,557 +300	+4%	+$60.1K	0.06%	322
2017 Q2	$1.44M	Sell	7,257 -1,880	-21%	-$368K	0.06%	330
2017 Q1	$1.71M	Sell	9,137 -970	-10%	-$179K	0.07%	289
2016 Q4	$1.75M	Buy	10,107 +886	+10%	+$145K	0.08%	259
2016 Q3	$1.43M	Buy	9,221 +583	+7%	+$86.9K	0.07%	281
2016 Q2	$1.2M	Buy	8,638 +6,840	+380%	+$953K	0.07%	317
2016 Q1	$304K	Sell	1,798 -6,371	-78%	-$844K	0.04%	373
2015 Q4	$1.12M	Buy	+8,169	New	+$1.17M	0.08%	280

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

IFP Advisors's GD Position: Q2 2026 in Review

IFP Advisors increased its General Dynamics (GD) stake by 3.8% in Q2 2026, buying an estimated $114K and bringing the position to 9,097 shares worth $3.22M. The position accounts for 0.06% of the portfolio, ranked #362.

IFP Advisors first reported a position in GD in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.58M in Q4 2021. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

IFP Advisors held 9,097 shares of General Dynamics worth $3.22M as of Q2 2026.
IFP Advisors bought 334 General Dynamics shares in Q2 2026, an estimated $114K.
General Dynamics made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #362 holding.
IFP Advisors first reported a position in General Dynamics in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's General Dynamics position peaked at $3.58M in Q4 2021.
701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.