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Shulman DeMeo Asset Management’s General Dynamics GD Stock Holding History

Shulman DeMeo Asset Management’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
Q3 		$626K Sell
1,887
-89
-5% -$33K 0.12% 59
2026
Q2 		$700K Sell
1,976
-26
-1% -$8.9K 0.13% 57
2026
Q1 		$687K Buy
2,002
+2
+0.1% +$709 0.15% 53
2025
Q4 		$673K Sell
2,000
-4
-0.2% -$1.36K 0.15% 49
2025
Q3 		$683K Sell
2,004
-1
-0% -$315 0.16% 46
2025
Q2 		$585K Sell
2,005
-14
-0.7% -$3.85K 0.14% 54
2025
Q1 		$550K Sell
2,019
-37
-2% -$9.62K 0.15% 58
2024
Q4 		$542K Sell
2,056
-276
-12% -$79.5K 0.15% 55
2024
Q3 		$705K Sell
2,332
-11
-0.5% -$3.23K 0.17% 50
2024
Q2 		$680K Sell
2,343
-17
-0.7% -$4.98K 0.18% 47
2024
Q1 		$667K Buy
2,360
+3
+0.1% +$802 0.18% 46
2023
Q4 		$612K Sell
2,357
-68
-3% -$16.6K 0.17% 51
2023
Q3 		$536K Sell
2,425
-282
-10% -$62.4K 0.18% 51
2023
Q2 		$582K Sell
2,707
-54
-2% -$11.7K 0.17% 49
2023
Q1 		$630K Buy
2,761
+5
+0.2% +$1.16K 0.2% 47
2022
Q4 		$684K Sell
2,756
-6
-0.2% -$1.46K 0.23% 44
2022
Q3 		$586K Buy
2,762
+6
+0.2% +$1.36K 0.21% 47
2022
Q2 		$610K Buy
2,756
+6
+0.2% +$1.38K 0.2% 51
2022
Q1 		$663K Buy
2,750
+6
+0.2% +$1.33K 0.18% 53
2021
Q4 		$572K Sell
2,744
-174
-6% -$35.1K 0.15% 63
2021
Q3 		$572K Buy
+2,918
New +$571K 0.5% 36

Other funds holding GD

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Shulman DeMeo Asset Management's GD Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its General Dynamics (GD) stake by 4.5% in Q3 2026, selling an estimated $33K and leaving 1,887 shares worth $626K. The position accounts for 0.12% of the portfolio, ranked #59.

Shulman DeMeo Asset Management first reported a position in GD in Q3 2021 and has held it in 21 quarters since. The position peaked at $705K in Q3 2024. 136 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Shulman DeMeo Asset Management held 1,887 shares of General Dynamics worth $626K as of Q3 2026.
  • Shulman DeMeo Asset Management sold 89 General Dynamics shares in Q3 2026, an estimated $33K.
  • General Dynamics made up 0.12% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #59 holding.
  • Shulman DeMeo Asset Management first reported a position in General Dynamics in Q3 2021 and has held it in 21 quarters since.
  • Shulman DeMeo Asset Management's General Dynamics position peaked at $705K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.