MFG
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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
Q2 		$253K Hold
713
– – 0.16% 114
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 $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mosaic Financial Group held its General Dynamics (GD) position steady in Q2 2026 at 713 shares worth $253K. The position accounts for 0.16% of the portfolio, ranked #114.

Mosaic Financial Group first reported a position in GD in Q3 2024 and has held it in 6 quarters since. The position peaked at $264K in Q3 2024. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Mosaic Financial Group held 713 shares of General Dynamics worth $253K as of Q2 2026.
  • Mosaic Financial Group left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.16% of Mosaic Financial Group's portfolio in Q2 2026, its #114 holding.
  • Mosaic Financial Group first reported a position in General Dynamics in Q3 2024 and has held it in 6 quarters since.
  • Mosaic Financial Group's General Dynamics position peaked at $264K in Q3 2024.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.