Valley Brook Capital Group’s General Dynamics GD Stock Holding History

Valley Brook Capital Group’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	$475K	Buy	1,342 +25	+2%	+$8.56K	0.27%	77
2026 Q1	$452K	Hold	1,317	–	–	0.3%	72
2025 Q4	$443K	Hold	1,317	–	–	0.29%	73
2025 Q3	$449K	Hold	1,317	–	–	0.3%	75
2025 Q2	$384K	Buy	1,317 +1	+0.1%	+$275	0.29%	82
2025 Q1	$359K	Hold	1,316	–	–	0.28%	83
2024 Q4	$347K	Sell	1,316 -250	-16%	-$72K	0.26%	84
2024 Q3	$473K	Hold	1,566	–	–	0.34%	71
2024 Q2	$454K	Hold	1,566	–	–	0.35%	67
2024 Q1	$442K	Hold	1,566	–	–	0.35%	70
2023 Q4	$407K	Hold	1,566	–	–	0.35%	70
2023 Q3	$346K	Hold	1,566	–	–	0.34%	73
2023 Q2	$337K	Hold	1,566	–	–	0.31%	78
2023 Q1	$357K	Hold	1,566	–	–	0.33%	77
2022 Q4	$388K	Buy	1,566 +1	+0.1%	+$244	0.37%	69
2022 Q3	$332K	Hold	1,565	–	–	0.36%	73
2022 Q2	$346K	Hold	1,565	–	–	0.36%	76
2022 Q1	$377K	Buy	1,565 +100	+7%	+$22.2K	0.33%	76
2021 Q4	$305K	Hold	1,465	–	–	0.26%	87
2021 Q3	$287K	Sell	1,465 -55	-4%	-$10.8K	0.28%	88
2021 Q2	$286K	Buy	1,520 +19	+1%	+$3.58K	0.27%	89
2021 Q1	$272K	Buy	1,501 +27	+2%	+$4.41K	0.25%	89
2020 Q4	$219K	Buy	+1,474	New	+$215K	0.22%	94

Other funds holding GD

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Valley Brook Capital Group's GD Position: Q2 2026 in Review

Valley Brook Capital Group increased its General Dynamics (GD) stake by 1.9% in Q2 2026, buying an estimated $8.56K and bringing the position to 1,342 shares worth $475K. The position accounts for 0.27% of the portfolio, ranked #77.

Valley Brook Capital Group first reported a position in GD in Q4 2020 and has held it in 23 quarters since. 1,325 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Valley Brook Capital Group held 1,342 shares of General Dynamics worth $475K as of Q2 2026.
Valley Brook Capital Group bought 25 General Dynamics shares in Q2 2026, an estimated $8.56K.
General Dynamics made up 0.27% of Valley Brook Capital Group's portfolio in Q2 2026, its #77 holding.
Valley Brook Capital Group first reported a position in General Dynamics in Q4 2020 and has held it in 23 quarters since.
1,325 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.