PF
GD icon

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
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 $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial's GD Position: Q1 2026 in Review

Phoenix Financial reduced its General Dynamics (GD) stake by 17% in Q1 2026, selling an estimated $69.2K and leaving 945 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Phoenix Financial first reported a position in GD in Q1 2020 and has held it in 6 quarters since. The position peaked at $2.14M in Q2 2020. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Phoenix Financial held 945 shares of General Dynamics worth $324K as of Q1 2026.
  • Phoenix Financial sold 195 General Dynamics shares in Q1 2026, an estimated $69.2K.
  • General Dynamics made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #368 holding.
  • Phoenix Financial first reported a position in General Dynamics in Q1 2020 and has held it in 6 quarters since.
  • Phoenix Financial's General Dynamics position peaked at $2.14M in Q2 2020.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.