Moneta Group Investment Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $780K | Sell |
2,201
-4
| -0.2% | -$1.37K | 0.01% | 452 |
|
|
2026
Q1 | $757K | Sell |
2,205
-35
| -2% | -$12.4K | 0.01% | 416 |
|
|
2025
Q4 | $754K | Sell |
2,240
-669
| -23% | -$228K | 0.01% | 411 |
|
|
2025
Q3 | $992K | Buy |
2,909
+567
| +24% | +$179K | 0.01% | 356 |
|
|
2025
Q2 | $683K | Buy |
2,342
+217
| +10% | +$59.7K | 0.01% | 374 |
|
|
2025
Q1 | $579K | Sell |
2,125
-520
| -20% | -$135K | 0.01% | 385 |
|
|
2024
Q4 | $697K | Sell |
2,645
-209
| -7% | -$60.2K | 0.01% | 332 |
|
|
2024
Q3 | $863K | Sell |
2,854
-243
| -8% | -$71.4K | 0.01% | 299 |
|
|
2024
Q2 | $898K | Buy |
3,097
+245
| +9% | +$71.8K | 0.01% | 281 |
|
|
2024
Q1 | $806K | Buy |
2,852
+455
| +19% | +$122K | 0.01% | 292 |
|
|
2023
Q4 | $622K | Sell |
2,397
-18
| -0.7% | -$4.39K | 0.01% | 301 |
|
|
2023
Q3 | $534K | Buy |
2,415
+499
| +26% | +$110K | 0.01% | 304 |
|
|
2023
Q2 | $412K | Buy |
1,916
+333
| +21% | +$71.9K | 0.01% | 366 |
|
|
2023
Q1 | $361K | Sell |
1,583
-130
| -8% | -$30K | 0.01% | 378 |
|
|
2022
Q4 | $399K | Buy |
1,713
+205
| +14% | +$50K | 0.01% | 328 |
|
|
2022
Q3 | $320K | Sell |
1,508
-128
| -8% | -$28.9K | 0.01% | 339 |
|
|
2022
Q2 | $362K | Sell |
1,636
-97
| -6% | -$22.3K | 0.01% | 351 |
|
|
2022
Q1 | $418K | Sell |
1,733
-23
| -1% | -$5.11K | 0.02% | 314 |
|
|
2021
Q4 | $366K | Sell |
1,756
-432
| -20% | -$87.2K | 0.01% | 345 |
|
|
2021
Q3 | $429K | Buy |
2,188
+63
| +3% | +$12.3K | 0.02% | 304 |
|
|
2021
Q2 | $400K | Buy |
2,125
+401
| +23% | +$75.6K | 0.02% | 315 |
|
|
2021
Q1 | $313K | Buy |
1,724
+165
| +11% | +$27K | 0.02% | 326 |
|
|
2020
Q4 | $232K | Sell |
1,559
-254
| -14% | -$37.1K | 0.02% | 284 |
|
|
2020
Q3 | $251K | Buy |
1,813
+267
| +17% | +$39.4K | 0.02% | 236 |
|
|
2020
Q2 | $231K | Buy |
+1,546
| New | +$218K | 0.02% | 226 |
|
|
2018
Q2 | – | Sell |
-659
| Closed | -$146K | – | 476 |
|
|
2018
Q1 | $146K | Buy |
659
+606
| +1,143% | +$132K | 0.02% | 217 |
|
|
2017
Q4 | $11K | Buy |
+53
| New | +$10.8K | ﹤0.01% | 336 |
|
|
2014
Q3 | – | Sell |
-2,250
| Closed | -$262K | – | 138 |
|
|
2014
Q2 | $262K | Hold |
2,250
| – | – | 0.14% | 114 |
|
|
2014
Q1 | $245K | Hold |
2,250
| – | – | 0.14% | 104 |
|
|
2013
Q4 | $215K | Buy |
+2,250
| New | +$201K | 0.13% | 120 |
|
Other funds holding GD
LAMI
Moneta Group Investment Advisors's GD Position: Q2 2026 in Review
Moneta Group Investment Advisors reduced its General Dynamics (GD) stake by 0.18% in Q2 2026, selling an estimated $1.37K and leaving 2,201 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #452.
Moneta Group Investment Advisors first reported a position in GD in Q4 2013 and has held it in 30 quarters since. The position peaked at $992K in Q3 2025. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.
- Moneta Group Investment Advisors held 2,201 shares of General Dynamics worth $780K as of Q2 2026.
- Moneta Group Investment Advisors sold 4 General Dynamics shares in Q2 2026, an estimated $1.37K.
- General Dynamics made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #452 holding.
- Moneta Group Investment Advisors first reported a position in General Dynamics in Q4 2013 and has held it in 30 quarters since.
- Moneta Group Investment Advisors's General Dynamics position peaked at $992K in Q3 2025.
- 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.