Zinnia Wealth Advisory’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
$375K Sell
1,059
-83
-7% -$28.4K 0.38% 53
2026
Q1
$392K Sell
1,142
-75
-6% -$26.6K 0.44% 53
2025
Q4
$410K Buy
+1,217
New +$415K 0.44% 51

Other funds holding GD

Zinnia Wealth Advisory's GD Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its General Dynamics (GD) stake by 7.3% in Q2 2026, selling an estimated $28.4K and leaving 1,059 shares worth $375K. The position accounts for 0.38% of the portfolio, ranked #53.

Zinnia Wealth Advisory first reported a position in GD in Q4 2025 and has held it in 3 quarters since. The position peaked at $410K in Q4 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Zinnia Wealth Advisory held 1,059 shares of General Dynamics worth $375K as of Q2 2026.
  • Zinnia Wealth Advisory sold 83 General Dynamics shares in Q2 2026, an estimated $28.4K.
  • General Dynamics made up 0.38% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #53 holding.
  • Zinnia Wealth Advisory first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's General Dynamics position peaked at $410K in Q4 2025.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.