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SS&H Financial Advisors’s General Dynamics GD Stock Holding History

SS&H Financial 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
2026
Q2 		$724K Buy
+2,045
New +$700K 0.19% 76
2025
Q4 		$688K Hold
2,045
– – 0.2% 76
2025
Q3 		$697K Buy
+2,045
New +$645K 0.21% 75

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SS&H Financial Advisors's GD Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in General Dynamics (GD) in Q2 2026: 2,045 shares worth $724K. The stake represents 0.19% of the portfolio and ranks #76 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in GD as recently as Q4 2025.

SS&H Financial Advisors first reported a position in GD in Q3 2025 and has held it in 3 quarters since. 2,213 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • SS&H Financial Advisors held 2,045 shares of General Dynamics worth $724K as of Q2 2026.
  • General Dynamics was a new SS&H Financial Advisors position in Q2 2026.
  • General Dynamics made up 0.19% of SS&H Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • SS&H Financial Advisors first reported a position in General Dynamics in Q3 2025 and has held it in 3 quarters since.
  • 2,213 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.