SageView Advisory Group’s General Dynamics GD Stock Holding History

SageView Advisory 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	$375K	Sell	1,058 -116	-10%	-$39.7K	0.01%	429
2026 Q1	$403K	Buy	1,174 +13	+1%	+$4.61K	0.01%	397
2025 Q4	$391K	Buy	1,161 +39	+3%	+$13.3K	0.01%	410
2025 Q3	$383K	Buy	1,122 +45	+4%	+$14.2K	0.01%	442
2025 Q2	$337K	Buy	1,077 +86	+9%	+$23.7K	0.01%	464
2025 Q1	$270K	Buy	991 +63	+7%	+$16.4K	0.01%	499
2024 Q4	$244K	Buy	928 +39	+4%	+$11.2K	0.01%	514
2024 Q3	$269K	Sell	889 -1,821	-67%	-$535K	0.01%	429
2024 Q2	$786K	Buy	+2,710	New	+$794K	0.04%	258
2024 Q1	–	Sell	-2,431	Closed	-$653K	–	598
2023 Q4	$653K	Buy	+2,431	New	+$593K	0.03%	333
2023 Q3	–	Sell	-946	Closed	-$204K	–	533
2023 Q2	$204K	Sell	946 -89	-9%	-$19.2K	0.01%	531
2023 Q1	$236K	Sell	1,035 -151	-13%	-$34.9K	0.02%	429
2022 Q4	$294K	Buy	+1,186	New	+$289K	0.02%	325

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's GD Position: Q2 2026 in Review

SageView Advisory Group reduced its General Dynamics (GD) stake by 9.9% in Q2 2026, selling an estimated $39.7K and leaving 1,058 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #429.

SageView Advisory Group first reported a position in GD in Q4 2022 and has held it in 13 quarters since. The position peaked at $786K in Q2 2024. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

SageView Advisory Group held 1,058 shares of General Dynamics worth $375K as of Q2 2026.
SageView Advisory Group sold 116 General Dynamics shares in Q2 2026, an estimated $39.7K.
General Dynamics made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #429 holding.
SageView Advisory Group first reported a position in General Dynamics in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's General Dynamics position peaked at $786K in Q2 2024.
2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.