Sheaff Brock Investment Advisors’s General Dynamics GD Stock Holding History

Sheaff Brock 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
2025 Q1	$6.9M	Buy	25,320 +549	+2%	+$143K	0.63%	49
2024 Q4	$6.53M	Sell	24,771 -109	-0.4%	-$31.4K	0.57%	49
2024 Q3	$7.52M	Buy	24,880 +29	+0.1%	+$8.52K	0.66%	42
2024 Q2	$7.21M	Sell	24,851 -1,256	-5%	-$368K	0.67%	39
2024 Q1	$7.37M	Buy	26,107 +103	+0.4%	+$27.5K	0.46%	42
2023 Q4	$6.75M	Buy	+26,004	New	+$6.34M	0.52%	47
2016 Q1	–	Sell	-2,696	Closed	-$370K	–	650
2015 Q4	$370K	Buy	+2,696	New	+$385K	0.04%	365

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sheaff Brock Investment Advisors's GD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its General Dynamics (GD) stake by 2.2% in Q1 2025, buying an estimated $143K and bringing the position to 25,320 shares worth $6.9M. The position accounts for 0.63% of the portfolio, ranked #49.

Sheaff Brock Investment Advisors first reported a position in GD in Q4 2015 and has held it in 7 quarters since. The position peaked at $7.52M in Q3 2024. 1,829 funds tracked by Wall St. Rank hold GD as of Q1 2025.

Sheaff Brock Investment Advisors held 25,320 shares of General Dynamics worth $6.9M as of Q1 2025.
Sheaff Brock Investment Advisors bought 549 General Dynamics shares in Q1 2025, an estimated $143K.
General Dynamics made up 0.63% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #49 holding.
Sheaff Brock Investment Advisors first reported a position in General Dynamics in Q4 2015 and has held it in 7 quarters since.
Sheaff Brock Investment Advisors's General Dynamics position peaked at $7.52M in Q3 2024.
1,829 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.