Transamerica Financial Advisors’s General Dynamics GD Stock Holding History

Transamerica 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
2026 Q1	$814K	Sell	2,371 -9	-0.4%	-$3.19K	0.07%	229
2025 Q4	$801K	Buy	2,380 +128	+6%	+$43.7K	0.07%	219
2025 Q3	$768K	Sell	2,252 -304	-12%	-$95.8K	0.06%	204
2025 Q2	$745K	Sell	2,556 -62	-2%	-$17.1K	0.07%	176
2025 Q1	$714K	Buy	2,618 +52	+2%	+$13.5K	0.07%	178
2024 Q4	$676K	Buy	2,566 +322	+14%	+$92.7K	0.07%	179
2024 Q3	$679K	Sell	2,244 -1,387	-38%	-$408K	0.07%	181
2024 Q2	$1.05M	Hold	3,631	–	–	0.11%	130
2024 Q1	$1.03M	Sell	3,631 -1,477	-29%	-$395K	0.1%	148
2023 Q4	$1.33M	Sell	5,108 -2,839	-36%	-$693K	0.18%	90
2023 Q3	$1.76M	Sell	7,947 -373	-4%	-$82.5K	0.24%	73
2023 Q2	$1.79M	Buy	8,320 +1,212	+17%	+$262K	0.23%	73
2023 Q1	$1.62M	Sell	7,108 -266	-4%	-$61.5K	0.21%	84
2022 Q4	$1.83M	Buy	7,374 +492	+7%	+$120K	0.26%	73
2022 Q3	$1.46M	Buy	6,882 +926	+16%	+$209K	0.22%	77
2022 Q2	$1.32M	Buy	5,956 +5,953	+198,433%	+$1.37M	0.19%	87
2022 Q1	$1K	Sell	3 -1	-25%	-$222	0.04%	74
2021 Q4	$1K	Hold	4	–	–	0.03%	83
2021 Q3	$1K	Hold	4	–	–	0.03%	82
2021 Q2	$1K	Sell	4 -9	-69%	-$1.7K	0.02%	129
2021 Q1	$3K	Buy	13 +1	+8%	+$163	0.07%	59
2020 Q4	$2K	Sell	12 -2	-14%	-$292	0.04%	84
2020 Q3	$2K	Sell	14 -1,367	-99%	-$202K	0.04%	88
2020 Q2	$207K	Buy	1,381 +1,374	+19,629%	+$194K	0.05%	160
2020 Q1	$1K	Buy	7 +1	+17%	+$166	0.02%	89
2019 Q4	$2K	Hold	6	–	–	0.03%	66
2019 Q3	$2K	Sell	6 -750	-99%	-$139K	0.03%	67
2019 Q2	$138K	Buy	756 +750	+12,500%	+$129K	0.03%	200
2019 Q1	$1K	Buy	6 +1	+20%	+$168	0.01%	80
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	417
2018 Q3	$2K	Hold	5	–	–	﹤0.01%	369
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	384
2018 Q1	$2K	Hold	5	–	–	﹤0.01%	320
2017 Q4	$1K	Hold	5	–	–	﹤0.01%	352
2017 Q3	$1K	Hold	5	–	–	﹤0.01%	349
2017 Q2	$1K	Hold	5	–	–	﹤0.01%	321
2017 Q1	$1K	Sell	5 -1	-17%	-$185	﹤0.01%	317
2016 Q4	$1K	Hold	6	–	–	﹤0.01%	354
2016 Q3	$1K	Hold	6	–	–	﹤0.01%	361
2016 Q2	$1K	Hold	6	–	–	﹤0.01%	330
2016 Q1	$1K	Buy	+6	New	+$795	﹤0.01%	694

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Transamerica Financial Advisors's GD Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its General Dynamics (GD) stake by 0.38% in Q1 2026, selling an estimated $3.19K and leaving 2,371 shares worth $814K. The position accounts for 0.07% of the portfolio, ranked #229.

Transamerica Financial Advisors first reported a position in GD in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.83M in Q4 2022. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Transamerica Financial Advisors held 2,371 shares of General Dynamics worth $814K as of Q1 2026.
Transamerica Financial Advisors sold 9 General Dynamics shares in Q1 2026, an estimated $3.19K.
General Dynamics made up 0.07% of Transamerica Financial Advisors's portfolio in Q1 2026, its #229 holding.
Transamerica Financial Advisors first reported a position in General Dynamics in Q1 2016 and has held it in 41 quarters since.
Transamerica Financial Advisors's General Dynamics position peaked at $1.83M in Q4 2022.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.