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Symphony Financial’s General Dynamics GD Stock Holding History

Symphony Financial’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 		$2.75M Buy
7,885
+1,473
+23% +$505K 0.3% 75
2026
Q1 		$2.2M Buy
6,412
+27
+0.4% +$9.58K 0.29% 74
2025
Q4 		$2.17M Sell
6,385
-1,504
-19% -$513K 0.29% 73
2025
Q3 		$2.67M Sell
7,889
-909
-10% -$287K 0.32% 67
2025
Q2 		$2.24M Buy
+8,798
New +$2.42M 0.29% 72
2025
Q1 		– Sell
-5,976
Closed -$1.62M – 142
2024
Q4 		$1.62M Buy
5,976
+70
+1% +$20.2K 0.26% 79
2024
Q3 		$1.77M Buy
5,906
+396
+7% +$116K 0.29% 73
2024
Q2 		$1.61M Buy
5,510
+341
+7% +$99.9K 0.29% 71
2024
Q1 		$1.46M Buy
5,169
+336
+7% +$89.9K 0.34% 69
2023
Q4 		$1.21M Buy
4,833
+124
+3% +$30.3K 0.26% 79
2023
Q3 		$1.05M Buy
4,709
+34
+0.7% +$7.52K 0.26% 70
2023
Q2 		$1M Sell
4,675
-286
-6% -$61.7K 0.25% 80
2023
Q1 		$1.12M Buy
4,961
+2,999
+153% +$693K 0.29% 72
2022
Q4 		$481K Sell
1,962
-590
-23% -$144K 0.13% 142
2022
Q3 		$547K Buy
2,552
+200
+9% +$45.2K 0.18% 122
2022
Q2 		$516K Sell
2,352
-2,186
-48% -$503K 0.15% 127
2022
Q1 		$1.11M Buy
+4,538
New +$1.01M 0.26% 77

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 $3.38T AUM 44.17% 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

Symphony Financial's GD Position: Q2 2026 in Review

Symphony Financial increased its General Dynamics (GD) stake by 23% in Q2 2026, buying an estimated $505K and bringing the position to 7,885 shares worth $2.75M. The position accounts for 0.3% of the portfolio, ranked #75.

Symphony Financial first reported a position in GD in Q1 2022 and has held it in 17 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Symphony Financial held 7,885 shares of General Dynamics worth $2.75M as of Q2 2026.
  • Symphony Financial bought 1,473 General Dynamics shares in Q2 2026, an estimated $505K.
  • General Dynamics made up 0.3% of Symphony Financial's portfolio in Q2 2026, its #75 holding.
  • Symphony Financial first reported a position in General Dynamics in Q1 2022 and has held it in 17 quarters since.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.