Perennial Investment Advisors’s General Dynamics GD Stock Holding History

Perennial Investment Advisors’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	–	Sell	-604	Closed	-$203K	–	531
2025 Q4	$203K	Buy	+604	New	+$206K	0.02%	467
2025 Q2	–	Sell	-751	Closed	-$205K	–	487
2025 Q1	$205K	Buy	+751	New	+$195K	0.02%	408
2022 Q3	–	Sell	-2,274	Closed	-$503K	–	215
2022 Q2	$503K	Sell	2,274 -184	-7%	-$42.3K	0.2%	97
2022 Q1	$592K	Sell	2,458 -13	-0.5%	-$2.89K	0.19%	99
2021 Q4	$516K	Sell	2,471 -140	-5%	-$28.3K	0.16%	112
2021 Q3	$513K	Sell	2,611 -50	-2%	-$9.79K	0.18%	108
2021 Q2	$501K	Hold	2,661	–	–	0.18%	109
2021 Q1	$483K	Buy	2,661 +1,041	+64%	+$170K	0.19%	102
2020 Q4	$241K	Buy	1,620 +90	+6%	+$13.2K	0.1%	140
2020 Q3	$211K	Buy	+1,530	New	+$226K	0.11%	134

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 $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perennial Investment Advisors's GD Position: Q1 2026 in Review

Perennial Investment Advisors sold out of General Dynamics (GD) in Q1 2026, closing a stake of 604 shares — an estimated $203K sold.

Perennial Investment Advisors first reported a position in GD in Q3 2020 and held it in 10 quarters. The position peaked at $592K in Q1 2022. 2,211 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Perennial Investment Advisors reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
Perennial Investment Advisors sold 604 General Dynamics shares in Q1 2026, an estimated $203K.
Perennial Investment Advisors first reported a position in General Dynamics in Q3 2020 and held it in 10 quarters.
Perennial Investment Advisors's General Dynamics position peaked at $592K in Q1 2022.
2,211 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.