Sound Financial Strategies Group’s General Dynamics GD Stock Holding History

Sound Financial Strategies 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	$301K	Buy	849 +5	+0.6%	+$1.71K	0.19%	87
2026 Q1	$290K	Sell	844 -1,154	-58%	-$409K	0.2%	75
2025 Q4	$673K	Sell	1,998 -416	-17%	-$142K	0.48%	59
2025 Q3	$823K	Sell	2,414 -592	-20%	-$187K	0.6%	43
2025 Q2	$877K	Buy	3,006 +31	+1%	+$8.53K	0.74%	27
2025 Q1	$811K	Buy	2,975 +26	+0.9%	+$6.76K	0.72%	29
2024 Q4	$777K	Buy	2,949 +467	+19%	+$134K	0.65%	56
2024 Q3	$750K	Buy	2,482 +66	+3%	+$19.4K	0.6%	51
2024 Q2	$701K	Buy	+2,416	New	+$708K	0.61%	36
2023 Q1	–	Sell	-4,194	Closed	-$1.04M	–	70
2022 Q4	$1.04M	Buy	+4,194	New	+$1.02M	0.76%	33
2022 Q3	–	Sell	-5,086	Closed	-$1.13M	–	38
2022 Q2	$1.13M	Sell	5,086 -1,637	-24%	-$377K	0.88%	14
2022 Q1	$1.62M	Buy	+6,723	New	+$1.49M	0.9%	23

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 $3.38T AUM 44.17% 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

Sound Financial Strategies Group's GD Position: Q2 2026 in Review

Sound Financial Strategies Group increased its General Dynamics (GD) stake by 0.59% in Q2 2026, buying an estimated $1.71K and bringing the position to 849 shares worth $301K. The position accounts for 0.19% of the portfolio, ranked #87.

Sound Financial Strategies Group first reported a position in GD in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.62M in Q1 2022. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Sound Financial Strategies Group held 849 shares of General Dynamics worth $301K as of Q2 2026.
Sound Financial Strategies Group bought 5 General Dynamics shares in Q2 2026, an estimated $1.71K.
General Dynamics made up 0.19% of Sound Financial Strategies Group's portfolio in Q2 2026, its #87 holding.
Sound Financial Strategies Group first reported a position in General Dynamics in Q1 2022 and has held it in 12 quarters since.
Sound Financial Strategies Group's General Dynamics position peaked at $1.62M in Q1 2022.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.