Unify Financial Advisors
GD icon

Unify Financial Advisors’s General Dynamics GD Stock Holding History

Unify 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 		$216K Hold
650
– – 0.2% 80
2026
Q2 		$230K Sell
650
-19
-3% -$6.51K 0.21% 84
2026
Q1 		$230K Buy
669
+37
+6% +$13.1K 0.24% 80
2025
Q4 		$213K Buy
+632
New +$216K 0.22% 88

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

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

Unify Financial Advisors held its General Dynamics (GD) position steady in Q3 2026 at 650 shares worth $216K. The position accounts for 0.2% of the portfolio, ranked #80.

Unify Financial Advisors first reported a position in GD in Q4 2025 and has held it in 4 quarters since. The position peaked at $230K in Q2 2026. 1,383 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Unify Financial Advisors held 650 shares of General Dynamics worth $216K as of Q3 2026.
  • Unify Financial Advisors left its General Dynamics share count unchanged in Q3 2026.
  • General Dynamics made up 0.2% of Unify Financial Advisors's portfolio in Q3 2026, its #80 holding.
  • Unify Financial Advisors first reported a position in General Dynamics in Q4 2025 and has held it in 4 quarters since.
  • Unify Financial Advisors's General Dynamics position peaked at $230K in Q2 2026.
  • 1,383 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Unify Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.