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Synergy Investment Management’s General Dynamics GD Stock Holding History

Synergy Investment Management’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 		$174K Buy
488
+421
+628% +$144K 0.04% 188
2026
Q1 		$23K Buy
+67
New +$23.8K 0.01% 379
2025
Q2 		– Sell
-59
Closed -$16.1K – 273
2025
Q1 		$16.1K Hold
59
– – 0.01% 338
2024
Q4 		$15.5K Buy
+59
New +$17K 0.01% 349

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

Synergy Investment Management's GD Position: Q2 2026 in Review

Synergy Investment Management increased its General Dynamics (GD) stake by 628% in Q2 2026, buying an estimated $144K and bringing the position to 488 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #188.

Synergy Investment Management first reported a position in GD in Q4 2024 and has held it in 4 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Synergy Investment Management held 488 shares of General Dynamics worth $174K as of Q2 2026.
  • Synergy Investment Management bought 421 General Dynamics shares in Q2 2026, an estimated $144K.
  • General Dynamics made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #188 holding.
  • Synergy Investment Management first reported a position in General Dynamics in Q4 2024 and has held it in 4 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.