Mosaic Financial Group’s General Dynamics GD Stock Holding History

Mosaic 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 Q1	$245K	Buy	713 +1	+0.1%	+$355	0.17%	110
2025 Q4	$240K	Sell	712 -16	-2%	-$5.46K	0.16%	114
2025 Q3	$248K	Hold	728	–	–	0.18%	104
2025 Q2	$212K	Buy	+728	New	+$200K	0.16%	108
2024 Q4	–	Sell	-873	Closed	-$264K	–	131
2024 Q3	$264K	Buy	+873	New	+$257K	0.19%	100

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

Mosaic Financial Group's GD Position: Q1 2026 in Review

Mosaic Financial Group increased its General Dynamics (GD) stake by 0.14% in Q1 2026, buying an estimated $355 and bringing the position to 713 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #110.

Mosaic Financial Group first reported a position in GD in Q3 2024 and has held it in 5 quarters since. The position peaked at $264K in Q3 2024. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Mosaic Financial Group held 713 shares of General Dynamics worth $245K as of Q1 2026.
Mosaic Financial Group bought 1 General Dynamics share in Q1 2026, an estimated $355.
General Dynamics made up 0.17% of Mosaic Financial Group's portfolio in Q1 2026, its #110 holding.
Mosaic Financial Group first reported a position in General Dynamics in Q3 2024 and has held it in 5 quarters since.
Mosaic Financial Group's General Dynamics position peaked at $264K in Q3 2024.
2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.