JF
GD icon

Joule Financial’s General Dynamics GD Stock Holding History

Joule Financial’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 		$246K Sell
695
-10
-1% -$3.42K 0.07% 99
2026
Q1 		$242K Hold
705
– – 0.07% 103
2025
Q4 		$237K Buy
705
+29
+4% +$9.89K 0.07% 101
2025
Q3 		$231K Buy
+676
New +$213K 0.07% 105

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Joule Financial's GD Position: Q2 2026 in Review

Joule Financial reduced its General Dynamics (GD) stake by 1.4% in Q2 2026, selling an estimated $3.42K and leaving 695 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #99.

Joule Financial first reported a position in GD in Q3 2025 and has held it in 4 quarters since. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Joule Financial held 695 shares of General Dynamics worth $246K as of Q2 2026.
  • Joule Financial sold 10 General Dynamics shares in Q2 2026, an estimated $3.42K.
  • General Dynamics made up 0.07% of Joule Financial's portfolio in Q2 2026, its #99 holding.
  • Joule Financial first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • 701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.