Marotta Asset Management
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Marotta Asset Management’s General Dynamics GD Stock Holding History

Marotta Asset Management’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 		$2.81M Sell
8,474
-107
-1% -$39.7K 0.48% 41
2026
Q2 		$3.11M Sell
8,581
-120
-1% -$41.1K 0.52% 41
2026
Q1 		$3.05M Sell
8,701
-14
-0.2% -$4.97K 0.56% 39
2025
Q4 		$2.93M Sell
8,715
-136
-2% -$46.4K 0.54% 39
2025
Q3 		$3.02M Hold
8,851
– – 0.57% 41
2025
Q2 		$2.58M Buy
8,851
+4,968
+128% +$1.37M 0.52% 42
2025
Q1 		$1.17M Buy
3,883
+20
+0.5% +$5.2K 0.23% 54
2024
Q4 		$1.01M Sell
3,863
-20
-0.5% -$5.76K 0.21% 54
2024
Q3 		$1.17M Sell
3,883
-178
-4% -$52.3K 0.23% 54
2024
Q2 		$1.17M Sell
4,061
-181
-4% -$53K 0.24% 54
2024
Q1 		$1.2M Sell
4,242
-90
-2% -$24.1K 0.25% 53
2023
Q4 		$1.12M Sell
4,332
-200
-4% -$48.8K 0.24% 52
2023
Q3 		$1M Sell
4,532
-15
-0.3% -$3.32K 0.23% 51
2023
Q2 		$978K Buy
+4,547
New +$981K 0.22% 48
2022
Q4 		$1.14M Sell
4,577
-25
-0.5% -$6.1K 0.27% 46
2022
Q3 		$976K Hold
4,602
– – 0.25% 44
2022
Q2 		$1.03M Sell
4,602
-475
-9% -$109K 0.25% 48
2022
Q1 		$1.22M Hold
5,077
– – 0.28% 44
2021
Q4 		$1.06M Buy
+5,077
New +$1.03M 0.24% 44

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ProShare Advisors
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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marotta Asset Management's GD Position: Q3 2026 in Review

Marotta Asset Management reduced its General Dynamics (GD) stake by 1.2% in Q3 2026, selling an estimated $39.7K and leaving 8,474 shares worth $2.81M. The position accounts for 0.48% of the portfolio, ranked #41.

Marotta Asset Management first reported a position in GD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.11M in Q2 2026. 1,107 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Marotta Asset Management held 8,474 shares of General Dynamics worth $2.81M as of Q3 2026.
  • Marotta Asset Management sold 107 General Dynamics shares in Q3 2026, an estimated $39.7K.
  • General Dynamics made up 0.48% of Marotta Asset Management's portfolio in Q3 2026, its #41 holding.
  • Marotta Asset Management first reported a position in General Dynamics in Q4 2021 and has held it in 19 quarters since.
  • Marotta Asset Management's General Dynamics position peaked at $3.11M in Q2 2026.
  • 1,107 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.