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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
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

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USA Financial Formulas's GD Position: Q2 2026 in Review

USA Financial Formulas reduced its General Dynamics (GD) stake by 88% in Q2 2026, selling an estimated $594K and leaving 232 shares worth $82.2K. The position accounts for 0.02% of the portfolio, ranked #203.

USA Financial Formulas first reported a position in GD in Q4 2014 and has held it in 26 quarters since. The position peaked at $3.51M in Q1 2017. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • USA Financial Formulas held 232 shares of General Dynamics worth $82.2K as of Q2 2026.
  • USA Financial Formulas sold 1,734 General Dynamics shares in Q2 2026, an estimated $594K.
  • General Dynamics made up 0.02% of USA Financial Formulas's portfolio in Q2 2026, its #203 holding.
  • USA Financial Formulas first reported a position in General Dynamics in Q4 2014 and has held it in 26 quarters since.
  • USA Financial Formulas's General Dynamics position peaked at $3.51M in Q1 2017.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.