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James T. Borello RIA’s General Dynamics GD Stock Holding History

James T. Borello RIA’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 		$28.2K Hold
85
– – 0.01% 336
2026
Q2 		$30.1K Sell
85
-5
-6% -$1.71K 0.01% 316
2026
Q1 		$30.9K Buy
90
+42
+88% +$14.9K 0.01% 287
2025
Q4 		$16.2K Buy
48
+17
+55% +$5.8K ﹤0.01% 312
2025
Q3 		$10.6K Buy
+31
New +$9.8K ﹤0.01% 304

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

James T. Borello RIA's GD Position: Q3 2026 in Review

James T. Borello RIA held its General Dynamics (GD) position steady in Q3 2026 at 85 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #336.

James T. Borello RIA first reported a position in GD in Q3 2025 and has held it in 5 quarters since. The position peaked at $30.9K in Q1 2026. 348 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • James T. Borello RIA held 85 shares of General Dynamics worth $28.2K as of Q3 2026.
  • James T. Borello RIA left its General Dynamics share count unchanged in Q3 2026.
  • General Dynamics made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #336 holding.
  • James T. Borello RIA first reported a position in General Dynamics in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's General Dynamics position peaked at $30.9K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.