Valeo Financial Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.27M | Buy |
6,423
+84
| +1% | +$28.8K | 0.05% | 160 |
|
|
2026
Q1 | $2.18M | Sell |
6,339
-1,823
| -22% | -$647K | 0.05% | 152 |
|
|
2025
Q4 | $2.75M | Buy |
8,162
+268
| +3% | +$91.4K | 0.06% | 143 |
|
|
2025
Q3 | $2.69M | Sell |
7,894
-4
| -0.1% | -$1.26K | 0.06% | 136 |
|
|
2025
Q2 | $2.3M | Buy |
7,898
+933
| +13% | +$257K | 0.06% | 155 |
|
|
2025
Q1 | $1.9M | Buy |
6,965
+769
| +12% | +$200K | 0.05% | 167 |
|
|
2024
Q4 | $1.63M | Sell |
6,196
-67
| -1% | -$19.3K | 0.05% | 173 |
|
|
2024
Q3 | $1.89M | Sell |
6,263
-37
| -0.6% | -$10.9K | 0.05% | 163 |
|
|
2024
Q2 | $1.83M | Sell |
6,300
-1,011
| -14% | -$296K | 0.06% | 157 |
|
|
2024
Q1 | $2.06M | Sell |
7,311
-650
| -8% | -$174K | 0.07% | 139 |
|
|
2023
Q4 | $2.07M | Buy |
7,961
+679
| +9% | +$166K | 0.08% | 131 |
|
|
2023
Q3 | $1.61M | Buy |
7,282
+491
| +7% | +$109K | 0.07% | 151 |
|
|
2023
Q2 | $1.46M | Buy |
6,791
+291
| +4% | +$62.8K | 0.07% | 158 |
|
|
2023
Q1 | $1.48M | Sell |
6,500
-59
| -0.9% | -$13.6K | 0.07% | 160 |
|
|
2022
Q4 | $1.63M | Buy |
6,559
+169
| +3% | +$41.2K | 0.09% | 134 |
|
|
2022
Q3 | $1.36M | Buy |
6,390
+258
| +4% | +$58.3K | 0.09% | 135 |
|
|
2022
Q2 | $1.36M | Sell |
6,132
-83
| -1% | -$19.1K | 0.09% | 135 |
|
|
2022
Q1 | $1.5M | Sell |
6,215
-138
| -2% | -$30.6K | 0.08% | 153 |
|
|
2021
Q4 | $1.32M | Sell |
6,353
-202
| -3% | -$40.8K | 0.07% | 151 |
|
|
2021
Q3 | $1.28M | Sell |
6,555
-541
| -8% | -$106K | 0.07% | 156 |
|
|
2021
Q2 | $1.34M | Sell |
7,096
-295
| -4% | -$55.6K | 0.08% | 140 |
|
|
2021
Q1 | $1.34M | Sell |
7,391
-251
| -3% | -$41K | 0.06% | 157 |
|
|
2020
Q4 | $1.14M | Sell |
7,642
-34
| -0.4% | -$4.97K | 0.06% | 152 |
|
|
2020
Q3 | $1.06M | Buy |
7,676
+2,489
| +48% | +$368K | 0.09% | 127 |
|
|
2020
Q2 | $775K | Buy |
5,187
+308
| +6% | +$43.5K | 0.07% | 148 |
|
|
2020
Q1 | $688K | Sell |
4,879
-585
| -11% | -$97.2K | 0.07% | 149 |
|
|
2019
Q4 | $964K | Sell |
5,464
-125
| -2% | -$22.4K | 0.09% | 135 |
|
|
2019
Q3 | $1.02M | Sell |
5,589
-185
| -3% | -$34.4K | 0.11% | 123 |
|
|
2019
Q2 | $1.05M | Buy |
5,774
+1,881
| +48% | +$324K | 0.12% | 126 |
|
|
2019
Q1 | $659K | Buy |
3,893
+199
| +5% | +$33.5K | 0.08% | 156 |
|
|
2018
Q4 | $581K | Buy |
3,694
+270
| +8% | +$48.4K | 0.08% | 156 |
|
|
2018
Q3 | $591K | Buy |
3,424
+472
| +16% | +$92.4K | 0.08% | 161 |
|
|
2018
Q2 | $566K | Sell |
2,952
-283
| -9% | -$57.9K | 0.08% | 159 |
|
|
2018
Q1 | $715K | Buy |
3,235
+308
| +11% | +$67K | 0.11% | 126 |
|
|
2017
Q4 | $595K | Buy |
2,927
+366
| +14% | +$74.8K | 0.1% | 133 |
|
|
2017
Q3 | $527K | Buy |
+2,561
| New | +$513K | 0.12% | 119 |
|
Other funds holding GD
LAMI
Valeo Financial Advisors's GD Position: Q2 2026 in Review
Valeo Financial Advisors increased its General Dynamics (GD) stake by 1.3% in Q2 2026, buying an estimated $28.8K and bringing the position to 6,423 shares worth $2.27M. The position accounts for 0.05% of the portfolio, ranked #160.
Valeo Financial Advisors first reported a position in GD in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.75M in Q4 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.
- Valeo Financial Advisors held 6,423 shares of General Dynamics worth $2.27M as of Q2 2026.
- Valeo Financial Advisors bought 84 General Dynamics shares in Q2 2026, an estimated $28.8K.
- General Dynamics made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #160 holding.
- Valeo Financial Advisors first reported a position in General Dynamics in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's General Dynamics position peaked at $2.75M in Q4 2025.
- 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.