Summit Wealth Group (Colorado)’s General Dynamics GD Stock Holding History

Summit Wealth Group (Colorado)’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	$673K	Buy	2,028 +91	+5%	+$33.8K	0.04%	217
2026 Q2	$686K	Buy	1,937 +99	+5%	+$33.9K	0.06%	174
2026 Q1	$631K	Buy	1,838 +102	+6%	+$36.2K	0.07%	151
2025 Q4	$584K	Sell	1,736 -3,317	-66%	-$1.13M	0.08%	132
2025 Q3	$1.12M	Buy	5,053 +3,321	+192%	+$1.05M	0.12%	148
2025 Q2	$505K	Buy	+1,732	New	+$477K	0.13%	130

Other funds holding GD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GD Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its General Dynamics (GD) stake by 4.7% in Q3 2026, buying an estimated $33.8K and bringing the position to 2,028 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #217.

Summit Wealth Group (Colorado) first reported a position in GD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.12M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Summit Wealth Group (Colorado) held 2,028 shares of General Dynamics worth $673K as of Q3 2026.
Summit Wealth Group (Colorado) bought 91 General Dynamics shares in Q3 2026, an estimated $33.8K.
General Dynamics made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #217 holding.
Summit Wealth Group (Colorado) first reported a position in General Dynamics in Q2 2025 and has held it in 6 quarters since.
Summit Wealth Group (Colorado)'s General Dynamics position peaked at $1.12M in Q3 2025.
1,383 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.