Trinity Financial Advisors’s General Dynamics GD Stock Holding History

Trinity 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 Q2	$425K	Hold	1,200	–	–	0.11%	64
2026 Q1	$412K	Hold	1,200	–	–	0.12%	64
2025 Q4	$404K	Hold	1,200	–	–	0.11%	64
2025 Q3	$409K	Hold	1,200	–	–	0.12%	66
2025 Q2	$350K	Hold	1,200	–	–	0.11%	69
2025 Q1	$324K	Hold	1,200	–	–	0.12%	65
2024 Q4	$313K	Hold	1,200	–	–	0.12%	62
2024 Q3	$375K	Hold	1,200	–	–	0.17%	56
2024 Q2	$348K	Hold	1,200	–	–	0.16%	58
2024 Q1	$339K	Hold	1,200	–	–	0.15%	51
2023 Q4	$312K	Hold	1,200	–	–	0.15%	57
2023 Q3	$265K	Hold	1,200	–	–	0.14%	58
2023 Q2	$258K	Hold	1,200	–	–	0.14%	62
2023 Q1	$274K	Hold	1,200	–	–	0.17%	54
2022 Q4	$298K	Hold	1,200	–	–	0.2%	49
2022 Q3	$255K	Buy	+1,200	New	+$271K	0.18%	57
2022 Q2	–	Sell	-1,200	Closed	-$289K	–	33
2022 Q1	$289K	Hold	1,200	–	–	0.18%	50
2021 Q4	$250K	Hold	1,200	–	–	0.15%	52
2021 Q3	$235K	Hold	1,200	–	–	0.16%	47
2021 Q2	$226K	Hold	1,200	–	–	0.16%	50
2021 Q1	$218K	Buy	+1,200	New	+$196K	0.17%	46

Other funds holding GD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Trinity Financial Advisors's GD Position: Q2 2026 in Review

Trinity Financial Advisors held its General Dynamics (GD) position steady in Q2 2026 at 1,200 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #64.

Trinity Financial Advisors first reported a position in GD in Q1 2021 and has held it in 21 quarters since. 549 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Trinity Financial Advisors held 1,200 shares of General Dynamics worth $425K as of Q2 2026.
Trinity Financial Advisors left its General Dynamics share count unchanged in Q2 2026.
General Dynamics made up 0.11% of Trinity Financial Advisors's portfolio in Q2 2026, its #64 holding.
Trinity Financial Advisors first reported a position in General Dynamics in Q1 2021 and has held it in 21 quarters since.
549 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.