IFG
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Independent Financial Group’s General Dynamics GD Stock Holding History

Independent 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
Q3 		$2.6M Buy
7,848
+1
+0% +$371 0.05% 388
2026
Q2 		$2.78M Sell
7,847
-3
-0% -$1.03K 0.05% 362
2026
Q1 		$2.69M Sell
7,850
-1,436
-15% -$509K 0.06% 331
2025
Q4 		$3.13M Buy
9,286
+294
+3% +$100K 0.07% 274
2025
Q3 		$3.07M Sell
8,992
-1,691
-16% -$533K 0.07% 263
2025
Q2 		$3.12M Sell
10,683
-206
-2% -$56.7K 0.09% 228
2025
Q1 		$2.97M Buy
10,889
+1,424
+15% +$370K 0.1% 199
2024
Q4 		$2.49M Buy
9,465
+470
+5% +$135K 0.08% 236
2024
Q3 		$2.72M Buy
8,995
+1,201
+15% +$353K 0.1% 211
2024
Q2 		$2.26M Buy
7,794
+3,509
+82% +$1.03M 0.09% 215
2024
Q1 		$1.21M Buy
4,285
+102
+2% +$27.3K 0.06% 335
2023
Q4 		$1.09M Buy
4,183
+341
+9% +$83.2K 0.06% 337
2023
Q3 		$849K Sell
3,842
-16
-0.4% -$3.54K 0.06% 357
2023
Q2 		$830K Buy
3,858
+67
+2% +$14.5K 0.06% 357
2023
Q1 		$865K Buy
3,791
+61
+2% +$14.1K 0.07% 312
2022
Q4 		$926K Buy
3,730
+28
+0.8% +$6.83K 0.08% 254
2022
Q3 		$785K Buy
3,702
+677
+22% +$153K 0.07% 279
2022
Q2 		$669K Buy
3,025
+25
+0.8% +$5.75K 0.07% 305
2022
Q1 		$724K Sell
3,000
-90
-3% -$20K 0.06% 335
2021
Q4 		$644K Buy
3,090
+41
+1% +$8.28K 0.05% 355
2021
Q3 		$598K Sell
3,049
-2
-0.1% -$391 0.06% 320
2021
Q2 		$574K Sell
3,051
-87
-3% -$16.4K 0.06% 332
2021
Q1 		$570K Sell
3,138
-56
-2% -$9.15K 0.07% 303
2020
Q4 		$475K Sell
3,194
-82
-3% -$12K 0.07% 317
2020
Q3 		$453K Sell
3,276
-251
-7% -$37.1K 0.09% 262
2020
Q2 		$527K Sell
3,527
-83
-2% -$11.7K 0.12% 212
2020
Q1 		$478K Buy
+3,610
New +$600K 0.14% 178

Other funds holding GD

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Independent Financial Group's GD Position: Q3 2026 in Review

Independent Financial Group increased its General Dynamics (GD) stake by 0.01% in Q3 2026, buying an estimated $371 and bringing the position to 7,848 shares worth $2.6M. The position accounts for 0.05% of the portfolio, ranked #388.

Independent Financial Group first reported a position in GD in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.13M in Q4 2025. 146 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Independent Financial Group held 7,848 shares of General Dynamics worth $2.6M as of Q3 2026.
  • Independent Financial Group bought 1 General Dynamics share in Q3 2026, an estimated $371.
  • General Dynamics made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #388 holding.
  • Independent Financial Group first reported a position in General Dynamics in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's General Dynamics position peaked at $3.13M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.