RYIA
GD icon

Roehl & Yi Investment Advisors’s General Dynamics GD Stock Holding History

Roehl & Yi 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
Q2 		$853K Buy
2,407
+8
+0.3% +$2.74K 0.28% 77
2026
Q1 		$823K Sell
2,399
-36
-1% -$12.8K 0.31% 66
2025
Q4 		$820K Sell
2,435
-35
-1% -$11.9K 0.33% 66
2025
Q3 		$842K Sell
2,470
-121
-5% -$38.1K 0.37% 59
2025
Q2 		$756K Buy
2,591
+1
+0% +$275 0.39% 59
2025
Q1 		$706K Buy
2,590
+48
+2% +$12.5K 0.38% 62
2024
Q4 		$670K Buy
+2,542
New +$732K 0.37% 61

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

Roehl & Yi Investment Advisors's GD Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its General Dynamics (GD) stake by 0.33% in Q2 2026, buying an estimated $2.74K and bringing the position to 2,407 shares worth $853K. The position accounts for 0.28% of the portfolio, ranked #77.

Roehl & Yi Investment Advisors first reported a position in GD in Q4 2024 and has held it in 7 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Roehl & Yi Investment Advisors held 2,407 shares of General Dynamics worth $853K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 8 General Dynamics shares in Q2 2026, an estimated $2.74K.
  • General Dynamics made up 0.28% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Roehl & Yi Investment Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.