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Sunrise Financial Services’s General Dynamics GD Stock Holding History

Sunrise Financial Services’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 		$2.48K Hold
7
– – ﹤0.01% 361
2026
Q1 		$2.4K Hold
7
– – ﹤0.01% 370
2025
Q4 		$2.36K Buy
+7
New +$2.39K ﹤0.01% 340

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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

Sunrise Financial Services's GD Position: Q2 2026 in Review

Sunrise Financial Services held its General Dynamics (GD) position steady in Q2 2026 at 7 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Sunrise Financial Services first reported a position in GD in Q4 2025 and has held it in 3 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Sunrise Financial Services held 7 shares of General Dynamics worth $2.48K as of Q2 2026.
  • Sunrise Financial Services left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #361 holding.
  • Sunrise Financial Services first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.