Trifecta Capital Advisors’s General Dynamics GD Stock Holding History

Trifecta Capital 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	$34.3K	Hold	100	–	–	0.01%	187
2025 Q4	$33.7K	Sell	100 -10	-9%	-$3.41K	0.01%	178
2025 Q3	$37.5K	Hold	110	–	–	0.01%	180
2025 Q2	$32.1K	Hold	110	–	–	0.01%	192
2025 Q1	$30K	Sell	110 -71	-39%	-$18.5K	0.01%	168
2024 Q4	$47.7K	Hold	181	–	–	0.01%	143
2024 Q3	$54.7K	Hold	181	–	–	0.01%	138
2024 Q2	$52.5K	Buy	181 +171	+1,710%	+$50.1K	0.01%	136
2024 Q1	$2.83K	Hold	10	–	–	﹤0.01%	269
2023 Q4	$2.6K	Hold	10	–	–	﹤0.01%	301
2023 Q3	$2.21K	Hold	10	–	–	﹤0.01%	296
2023 Q2	$2.15K	Hold	10	–	–	﹤0.01%	297
2023 Q1	$2.28K	Hold	10	–	–	﹤0.01%	291
2022 Q4	$2.48K	Buy	+10	New	+$2.44K	﹤0.01%	277

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

Trifecta Capital Advisors's GD Position: Q1 2026 in Review

Trifecta Capital Advisors held its General Dynamics (GD) position steady in Q1 2026 at 100 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #187.

Trifecta Capital Advisors first reported a position in GD in Q4 2022 and has held it in 14 quarters since. The position peaked at $54.7K in Q3 2024. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Trifecta Capital Advisors held 100 shares of General Dynamics worth $34.3K as of Q1 2026.
Trifecta Capital Advisors left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #187 holding.
Trifecta Capital Advisors first reported a position in General Dynamics in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's General Dynamics position peaked at $54.7K in Q3 2024.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.