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Phoenix Financial’s General Dynamics GD Stock Holding History

Phoenix Financial’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 		$415K Buy
1,175
+230
+24% +$78.8K ﹤0.01% 377
2026
Q1 		$324K Sell
945
-195
-17% -$69.2K ﹤0.01% 368
2025
Q4 		$383K Buy
1,140
+340
+43% +$116K ﹤0.01% 330
2025
Q3 		$273K Buy
+800
New +$252K ﹤0.01% 396
2020
Q4 		– Sell
-14,824
Closed -$1.94M – 387
2020
Q3 		$1.94M Sell
14,824
-348
-2% -$51.4K 0.08% 160
2020
Q2 		$2.14M Sell
15,172
-52
-0.3% -$7.34K 0.09% 152
2020
Q1 		$1.95M Buy
+15,224
New +$2.53M 0.1% 152

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

Phoenix Financial's GD Position: Q2 2026 in Review

Phoenix Financial increased its General Dynamics (GD) stake by 24% in Q2 2026, buying an estimated $78.8K and bringing the position to 1,175 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Phoenix Financial first reported a position in GD in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.14M in Q2 2020. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Phoenix Financial held 1,175 shares of General Dynamics worth $415K as of Q2 2026.
  • Phoenix Financial bought 230 General Dynamics shares in Q2 2026, an estimated $78.8K.
  • General Dynamics made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #377 holding.
  • Phoenix Financial first reported a position in General Dynamics in Q1 2020 and has held it in 7 quarters since.
  • Phoenix Financial's General Dynamics position peaked at $2.14M in Q2 2020.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.