Legacy Capital Group California’s General Dynamics GD Stock Holding History

Legacy Capital Group California’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	$1.92M	Sell	5,420 -152	-3%	-$52.1K	0.58%	28
2026 Q1	$1.91M	Sell	5,572 -1,403	-20%	-$498K	0.73%	20
2025 Q4	$2.35M	Buy	6,975 +2,920	+72%	+$996K	0.57%	31
2025 Q3	$1.38M	Buy	4,055 +45	+1%	+$14.2K	0.35%	65
2025 Q2	$1.17M	Sell	4,010 -76	-2%	-$20.9K	0.32%	77
2025 Q1	$1.11M	Buy	4,086 +122	+3%	+$31.7K	0.39%	47
2024 Q4	$1.04M	Buy	3,964 +100	+3%	+$28.8K	0.32%	67
2024 Q3	$1.17M	Sell	3,864 -31	-0.8%	-$9.11K	0.39%	55
2024 Q2	$1.13M	Sell	3,895 -8	-0.2%	-$2.34K	0.41%	57
2024 Q1	$1.1M	Sell	3,903 -60	-2%	-$16K	0.41%	63
2023 Q4	$1.03M	Buy	3,963 +107	+3%	+$26.1K	0.4%	61
2023 Q3	$852K	Buy	3,856 +155	+4%	+$34.3K	0.37%	74
2023 Q2	$796K	Sell	3,701 -812	-18%	-$175K	0.33%	83
2023 Q1	$1.03M	Buy	+4,513	New	+$1.04M	0.5%	48

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Capital Group California's GD Position: Q2 2026 in Review

Legacy Capital Group California reduced its General Dynamics (GD) stake by 2.7% in Q2 2026, selling an estimated $52.1K and leaving 5,420 shares worth $1.92M. The position accounts for 0.58% of the portfolio, ranked #28.

Legacy Capital Group California first reported a position in GD in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.35M in Q4 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Legacy Capital Group California held 5,420 shares of General Dynamics worth $1.92M as of Q2 2026.
Legacy Capital Group California sold 152 General Dynamics shares in Q2 2026, an estimated $52.1K.
General Dynamics made up 0.58% of Legacy Capital Group California's portfolio in Q2 2026, its #28 holding.
Legacy Capital Group California first reported a position in General Dynamics in Q1 2023 and has held it in 14 quarters since.
Legacy Capital Group California's General Dynamics position peaked at $2.35M in Q4 2025.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.