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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Sound Financial Strategies Group's GD Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its General Dynamics (GD) stake by 58% in Q1 2026, selling an estimated $409K and leaving 844 shares worth $290K. The position accounts for 0.2% of the portfolio, ranked #75.

Sound Financial Strategies Group first reported a position in GD in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.62M in Q1 2022. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Sound Financial Strategies Group held 844 shares of General Dynamics worth $290K as of Q1 2026.
Sound Financial Strategies Group sold 1,154 General Dynamics shares in Q1 2026, an estimated $409K.
General Dynamics made up 0.2% of Sound Financial Strategies Group's portfolio in Q1 2026, its #75 holding.
Sound Financial Strategies Group first reported a position in General Dynamics in Q1 2022 and has held it in 11 quarters since.
Sound Financial Strategies Group's General Dynamics position peaked at $1.62M in Q1 2022.
2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.