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 Q3	$400K	Buy	1,205 +5	+0.4%	+$1.86K	0.1%	65
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Trinity Financial Advisors's GD Position: Q3 2026 in Review

Trinity Financial Advisors increased its General Dynamics (GD) stake by 0.42% in Q3 2026, buying an estimated $1.86K and bringing the position to 1,205 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #65.

Trinity Financial Advisors first reported a position in GD in Q1 2021 and has held it in 22 quarters since. The position peaked at $425K in Q2 2026. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Trinity Financial Advisors held 1,205 shares of General Dynamics worth $400K as of Q3 2026.
Trinity Financial Advisors bought 5 General Dynamics shares in Q3 2026, an estimated $1.86K.
General Dynamics made up 0.1% of Trinity Financial Advisors's portfolio in Q3 2026, its #65 holding.
Trinity Financial Advisors first reported a position in General Dynamics in Q1 2021 and has held it in 22 quarters since.
Trinity Financial Advisors's General Dynamics position peaked at $425K in Q2 2026.
1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.