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
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 $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

SageView Advisory Group's GD Position: Q4 2025 in Review

SageView Advisory Group increased its General Dynamics (GD) stake by 3.5% in Q4 2025, buying an estimated $13.3K and bringing the position to 1,161 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #410.

SageView Advisory Group first reported a position in GD in Q4 2022 and has held it in 11 quarters since. The position peaked at $786K in Q2 2024. 2,156 funds tracked by Wall St. Rank hold GD as of Q4 2025.

SageView Advisory Group held 1,161 shares of General Dynamics worth $391K as of Q4 2025.
SageView Advisory Group bought 39 General Dynamics shares in Q4 2025, an estimated $13.3K.
General Dynamics made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #410 holding.
SageView Advisory Group first reported a position in General Dynamics in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's General Dynamics position peaked at $786K in Q2 2024.
2,156 funds tracked by Wall St. Rank held General Dynamics as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.