Trifecta Capital Advisors
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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
Q3 		$33.2K Sell
100
-2
-2% -$743 ﹤0.01% 202
2026
Q2 		$36.1K Buy
102
+2
+2% +$685 ﹤0.01% 204
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 		$2.82K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Trifecta Capital Advisors's GD Position: Q3 2026 in Review

Trifecta Capital Advisors reduced its General Dynamics (GD) stake by 2% in Q3 2026, selling an estimated $743 and leaving 100 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Trifecta Capital Advisors first reported a position in GD in Q4 2022 and has held it in 16 quarters since. The position peaked at $54.7K in Q3 2024. 1,383 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Trifecta Capital Advisors held 100 shares of General Dynamics worth $33.2K as of Q3 2026.
  • Trifecta Capital Advisors sold 2 General Dynamics shares in Q3 2026, an estimated $743.
  • General Dynamics made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #202 holding.
  • Trifecta Capital Advisors first reported a position in General Dynamics in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's General Dynamics position peaked at $54.7K in Q3 2024.
  • 1,383 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.