Krilogy Financial’s General Dynamics GD Stock Holding History

Krilogy 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 Q1	$1.26M	Sell	3,754 -2,407	-39%	-$854K	0.04%	301
2025 Q4	$2.24M	Buy	6,161 +1,479	+32%	+$504K	0.08%	200
2025 Q3	$1.61M	Buy	+4,682	New	+$1.48M	0.06%	229
2018 Q4	–	Sell	-224	Closed	-$46K	–	334
2018 Q3	$46K	Buy	+224	New	+$43.8K	0.01%	324
2018 Q2	–	Sell	-223	Closed	-$49K	–	335
2018 Q1	$49K	Buy	223 +1	+0.5%	+$218	0.01%	331
2017 Q4	$45K	Buy	222 +1	+0.5%	+$204	0.01%	335
2017 Q3	$45K	Buy	221 +1	+0.5%	+$200	0.01%	353
2017 Q2	$44K	Buy	220 +36	+20%	+$7.05K	0.01%	321
2017 Q1	$32K	Hold	184	–	–	0.01%	354
2016 Q4	$32K	Buy	184 +1	+0.5%	+$164	0.01%	354
2016 Q3	$28K	Buy	183 +1	+0.5%	+$149	0.01%	392
2016 Q2	$25K	Buy	182 +1	+0.6%	+$139	0.01%	409
2016 Q1	$24K	Buy	+181	New	+$24K	0.01%	368
2015 Q4	–	Sell	-179	Closed	-$25K	–	475
2015 Q3	$25K	Buy	+179	New	+$25.9K	0.01%	285

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Krilogy Financial's GD Position: Q1 2026 in Review

Krilogy Financial reduced its General Dynamics (GD) stake by 39% in Q1 2026, selling an estimated $854K and leaving 3,754 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #301.

Krilogy Financial first reported a position in GD in Q3 2015 and has held it in 14 quarters since. The position peaked at $2.24M in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Krilogy Financial held 3,754 shares of General Dynamics worth $1.26M as of Q1 2026.
Krilogy Financial sold 2,407 General Dynamics shares in Q1 2026, an estimated $854K.
General Dynamics made up 0.04% of Krilogy Financial's portfolio in Q1 2026, its #301 holding.
Krilogy Financial first reported a position in General Dynamics in Q3 2015 and has held it in 14 quarters since.
Krilogy Financial's General Dynamics position peaked at $2.24M in Q4 2025.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.