MFG
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Merit Financial Group’s General Dynamics GD Stock Holding History

Merit Financial Group’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 		$13.6M Sell
38,284
-4,144
-10% -$1.42M 0.08% 208
2026
Q1 		$14.6M Buy
42,428
+755
+2% +$268K 0.11% 171
2025
Q4 		$14M Buy
41,673
+5,729
+16% +$1.95M 0.11% 152
2025
Q3 		$12.3M Buy
35,944
+8,355
+30% +$2.63M 0.11% 147
2025
Q2 		$8.05M Buy
27,589
+16,435
+147% +$4.52M 0.09% 179
2025
Q1 		$3.04M Buy
11,154
+2,501
+29% +$650K 0.05% 320
2024
Q4 		$2.28M Buy
8,653
+1,641
+23% +$472K 0.04% 328
2024
Q3 		$2.12M Sell
7,012
-1,201
-15% -$353K 0.05% 267
2024
Q2 		$2.38M Sell
8,213
-514
-6% -$151K 0.05% 246
2024
Q1 		$2.51M Buy
8,727
+376
+5% +$101K 0.06% 235
2023
Q4 		$2.17M Buy
8,351
+725
+10% +$177K 0.07% 192
2023
Q3 		$1.69M Sell
7,626
-71
-0.9% -$15.7K 0.06% 247
2023
Q2 		$1.66M Sell
7,697
-158
-2% -$34.1K 0.05% 254
2023
Q1 		$1.79M Sell
7,855
-83
-1% -$19.2K 0.07% 214
2022
Q4 		$1.97M Sell
7,938
-1
-0% -$244 0.07% 201
2022
Q3 		$1.68M Buy
7,939
+1,494
+23% +$338K 0.07% 177
2022
Q2 		$1.43M Buy
6,445
+144
+2% +$33.1K 0.04% 206
2022
Q1 		$1.52M Buy
6,301
+103
+2% +$22.9K 0.09% 122
2021
Q4 		$1.29M Buy
6,198
+211
+4% +$42.6K 0.13% 82
2021
Q3 		$1.17M Buy
5,987
+51
+0.9% +$9.98K 0.12% 84
2021
Q2 		$1.12M Buy
5,936
+299
+5% +$56.4K 0.11% 93
2021
Q1 		$1.02M Buy
5,637
+1,363
+32% +$223K 0.11% 93
2020
Q4 		$636K Sell
4,274
-598
-12% -$87.4K 0.06% 117
2020
Q3 		$674K Buy
4,872
+46
+1% +$6.79K 0.06% 116
2020
Q2 		$721K Buy
4,826
+460
+11% +$65K 0.07% 99
2020
Q1 		$578K Sell
4,366
-1,616
-27% -$268K 0.06% 110
2019
Q4 		$1.05M Buy
5,982
+3,363
+128% +$604K 0.09% 88
2019
Q3 		$479K Buy
2,619
+173
+7% +$32.1K 0.05% 88
2019
Q2 		$444K Buy
2,446
+87
+4% +$15K 0.05% 70
2019
Q1 		$399K Buy
2,359
+671
+40% +$113K 0.05% 78
2018
Q4 		$265K Buy
1,688
+35
+2% +$6.27K 0.04% 92
2018
Q3 		$338K Buy
1,653
+32
+2% +$6.26K 0.05% 84
2018
Q2 		$302K Sell
1,621
-26
-2% -$5.32K 0.05% 89
2018
Q1 		$363K Buy
+1,647
New +$358K 0.07% 64

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Merit Financial Group's GD Position: Q2 2026 in Review

Merit Financial Group reduced its General Dynamics (GD) stake by 9.8% in Q2 2026, selling an estimated $1.42M and leaving 38,284 shares worth $13.6M. The position accounts for 0.08% of the portfolio, ranked #208.

Merit Financial Group first reported a position in GD in Q1 2018 and has held it in 34 quarters since. The position peaked at $14.6M in Q1 2026. 379 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Merit Financial Group held 38,284 shares of General Dynamics worth $13.6M as of Q2 2026.
  • Merit Financial Group sold 4,144 General Dynamics shares in Q2 2026, an estimated $1.42M.
  • General Dynamics made up 0.08% of Merit Financial Group's portfolio in Q2 2026, its #208 holding.
  • Merit Financial Group first reported a position in General Dynamics in Q1 2018 and has held it in 34 quarters since.
  • Merit Financial Group's General Dynamics position peaked at $14.6M in Q1 2026.
  • 379 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.