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Kelly Financial Services’s General Dynamics GD Stock Holding History

Kelly Financial Services’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 		$219K Buy
618
+2
+0.3% +$685 0.05% 135
2026
Q1 		$212K Hold
616
– – 0.05% 123
2025
Q4 		$207K Buy
616
+3
+0.5% +$1.02K 0.05% 120
2025
Q3 		$209K Buy
+613
New +$193K 0.05% 113
2024
Q3 		– Sell
-604
Closed -$175K – 322
2024
Q2 		$175K Sell
604
-14
-2% -$4.1K 0.06% 117
2024
Q1 		$175K Buy
618
+2
+0.3% +$535 0.07% 116
2023
Q4 		$160K Buy
616
+10
+2% +$2.44K 0.06% 108
2023
Q3 		$134K Buy
606
+2
+0.3% +$442 0.06% 105
2023
Q2 		$130K Buy
604
+2
+0.3% +$432 0.06% 107
2023
Q1 		$137K Buy
602
+2
+0.3% +$462 0.07% 96
2022
Q4 		$149K Buy
600
+1
+0.2% +$244 0.08% 94
2022
Q3 		$127K Buy
599
+2
+0.3% +$452 0.07% 96
2022
Q2 		$132K Buy
597
+2
+0.3% +$460 0.07% 97
2022
Q1 		$144K Buy
595
+22
+4% +$4.89K 0.06% 102
2021
Q4 		$120K Buy
573
+2
+0.4% +$404 0.05% 114
2021
Q3 		$112K Sell
571
-106,641
-99% -$20.9M 0.06% 102
2021
Q2 		$569K Buy
107,212
+106,645
+18,809% +$20.1M 0.02% 164
2021
Q1 		$103K Buy
567
+5
+0.9% +$817 0.06% 83
2020
Q4 		$83.7K Buy
562
+2
+0.4% +$292 0.06% 83
2020
Q3 		$77.5K Sell
560
-78
-12% -$11.5K 0.06% 75
2020
Q2 		$95.4K Sell
638
-1
-0.2% -$141 0.07% 54
2020
Q1 		$84.5K Buy
639
+79
+14% +$13.1K 0.1% 50
2019
Q4 		$98.8K Buy
560
+1
+0.2% +$180 0.08% 50
2019
Q3 		$102K Buy
559
+2
+0.4% +$372 0.09% 46
2019
Q2 		$101K Buy
557
+2
+0.4% +$344 0.09% 47
2019
Q1 		$94K Buy
+555
New +$93.5K 0.1% 47

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kelly Financial Services's GD Position: Q2 2026 in Review

Kelly Financial Services increased its General Dynamics (GD) stake by 0.32% in Q2 2026, buying an estimated $685 and bringing the position to 618 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #135.

Kelly Financial Services first reported a position in GD in Q1 2019 and has held it in 26 quarters since. The position peaked at $569K in Q2 2021. 760 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Kelly Financial Services held 618 shares of General Dynamics worth $219K as of Q2 2026.
  • Kelly Financial Services bought 2 General Dynamics shares in Q2 2026, an estimated $685.
  • General Dynamics made up 0.05% of Kelly Financial Services's portfolio in Q2 2026, its #135 holding.
  • Kelly Financial Services first reported a position in General Dynamics in Q1 2019 and has held it in 26 quarters since.
  • Kelly Financial Services's General Dynamics position peaked at $569K in Q2 2021.
  • 760 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.