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Advus Financial Partners, LLC’s General Dynamics GD Stock Holding History

Advus Financial Partners, LLC’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 		$316K Sell
892
-49
-5% -$16.8K 0.07% 187
2026
Q1 		$323K Buy
941
+18
+2% +$6.38K 0.08% 179
2025
Q4 		$311K Sell
923
-246
-21% -$83.9K 0.08% 180
2025
Q3 		$399K Sell
1,169
-11
-0.9% -$3.47K 0.1% 151
2025
Q2 		$344K Sell
1,180
-196
-14% -$53.9K 0.09% 174
2025
Q1 		$375K Sell
1,376
-68
-5% -$17.7K 0.11% 141
2024
Q4 		$380K Buy
1,444
+326
+29% +$93.9K 0.11% 132
2024
Q3 		$338K Hold
1,118
– – 0.1% 144
2024
Q2 		$324K Sell
1,118
-77
-6% -$22.6K 0.1% 131
2024
Q1 		$338K Hold
1,195
– – 0.1% 125
2023
Q4 		$310K Buy
1,195
+18
+2% +$4.39K 0.11% 126
2023
Q3 		$260K Buy
1,177
+222
+23% +$49.1K 0.1% 120
2023
Q2 		$205K Sell
955
-337
-26% -$72.7K 0.08% 155
2023
Q1 		$295K Buy
1,292
+217
+20% +$50.1K 0.12% 103
2022
Q4 		$267K Sell
1,075
-22
-2% -$5.37K 0.12% 111
2022
Q3 		$233K Buy
+1,097
New +$248K 0.12% 112

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

Advus Financial Partners, LLC's GD Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its General Dynamics (GD) stake by 5.2% in Q2 2026, selling an estimated $16.8K and leaving 892 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #187.

Advus Financial Partners, LLC first reported a position in GD in Q3 2022 and has held it in 16 quarters since. The position peaked at $399K in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Advus Financial Partners, LLC held 892 shares of General Dynamics worth $316K as of Q2 2026.
  • Advus Financial Partners, LLC sold 49 General Dynamics shares in Q2 2026, an estimated $16.8K.
  • General Dynamics made up 0.07% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #187 holding.
  • Advus Financial Partners, LLC first reported a position in General Dynamics in Q3 2022 and has held it in 16 quarters since.
  • Advus Financial Partners, LLC's General Dynamics position peaked at $399K in Q3 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.