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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
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 $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SS&H Financial Advisors's GD Position: Q4 2025 in Review

SS&H Financial Advisors held its General Dynamics (GD) position steady in Q4 2025 at 2,045 shares worth $688K. The position accounts for 0.2% of the portfolio, ranked #76.

SS&H Financial Advisors first reported a position in GD in Q3 2025 and has held it in 2 quarters since. The position peaked at $697K in Q3 2025. 2,155 funds tracked by Wall St. Rank hold GD as of Q4 2025.

  • SS&H Financial Advisors held 2,045 shares of General Dynamics worth $688K as of Q4 2025.
  • SS&H Financial Advisors left its General Dynamics share count unchanged in Q4 2025.
  • General Dynamics made up 0.2% of SS&H Financial Advisors's portfolio in Q4 2025, its #76 holding.
  • SS&H Financial Advisors first reported a position in General Dynamics in Q3 2025 and has held it in 2 quarters since.
  • SS&H Financial Advisors's General Dynamics position peaked at $697K in Q3 2025.
  • 2,155 funds tracked by Wall St. Rank held General Dynamics as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.