USA Financial Formulas
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USA Financial Formulas’s General Dynamics GD Stock Holding History

USA Financial Formulas’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 		$45.5K Sell
137
-95
-41% -$35.3K 0.01% 245
2026
Q2 		$82.2K Sell
232
-1,734
-88% -$594K 0.02% 203
2026
Q1 		$675K Sell
1,966
-333
-14% -$118K 0.13% 55
2025
Q4 		$774K Buy
2,299
+1,825
+385% +$622K 0.14% 46
2025
Q3 		$162K Sell
474
-124
-21% -$39.1K 0.03% 160
2025
Q2 		$174K Buy
+598
New +$165K 0.03% 151
2024
Q4 		– Sell
-2,669
Closed -$807K – 321
2024
Q3 		$807K Sell
2,669
-1,064
-29% -$313K 0.13% 77
2024
Q2 		$1.08M Sell
3,733
-736
-16% -$216K 0.18% 53
2024
Q1 		$1.26M Buy
+4,469
New +$1.2M 0.2% 42
2023
Q4 		– Sell
-13
Closed -$2.87K – 420
2023
Q3 		$2.87K Hold
13
– – ﹤0.01% 304
2023
Q2 		$2.8K Hold
13
– – ﹤0.01% 276
2023
Q1 		$2.97K Buy
+13
New +$3K ﹤0.01% 197
2022
Q3 		$3K Sell
14
-3,308
-100% -$748K ﹤0.01% 146
2022
Q2 		$735K Sell
3,322
-614
-16% -$141K 0.92% 53
2022
Q1 		$949K Buy
3,936
+3,924
+32,700% +$871K 1.02% 42
2021
Q4 		$3K Sell
12
-4,533
-100% -$915K ﹤0.01% 242
2021
Q3 		$891K Buy
4,545
+4,250
+1,441% +$832K 0.8% 63
2021
Q2 		$56K Buy
295
+285
+2,850% +$53.7K 0.05% 205
2021
Q1 		$2K Buy
10
+1
+11% +$163 ﹤0.01% 262
2020
Q4 		$1K Hold
9
– – ﹤0.01% 278
2020
Q3 		$1K Buy
+9
New +$1.33K ﹤0.01% 259
2018
Q3 		– Sell
-1,420
Closed -$314K – 317
2018
Q2 		$314K Sell
1,420
-3
-0.2% -$614 0.08% 240
2018
Q1 		$314K Buy
+1,423
New +$310K 0.08% 240
2017
Q3 		– Sell
-15,965
Closed -$3.16M – 282
2017
Q2 		$3.16M Sell
15,965
-2,776
-15% -$544K 0.76% 47
2017
Q1 		$3.51M Buy
+18,741
New +$3.46M 0.84% 41
2015
Q2 		– Sell
-7,109
Closed -$965K – 236
2015
Q1 		$965K Sell
7,109
-12,933
-65% -$1.77M 0.31% 72
2014
Q4 		$2.76M Buy
+20,042
New +$2.73M 0.95% 24

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

USA Financial Formulas's GD Position: Q3 2026 in Review

USA Financial Formulas reduced its General Dynamics (GD) stake by 41% in Q3 2026, selling an estimated $35.3K and leaving 137 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #245.

USA Financial Formulas first reported a position in GD in Q4 2014 and has held it in 27 quarters since. The position peaked at $3.51M in Q1 2017. 1,355 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • USA Financial Formulas held 137 shares of General Dynamics worth $45.5K as of Q3 2026.
  • USA Financial Formulas sold 95 General Dynamics shares in Q3 2026, an estimated $35.3K.
  • General Dynamics made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #245 holding.
  • USA Financial Formulas first reported a position in General Dynamics in Q4 2014 and has held it in 27 quarters since.
  • USA Financial Formulas's General Dynamics position peaked at $3.51M in Q1 2017.
  • 1,355 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.