General Dynamics Corporation
MX ˙ BMV ˙ US3695501086
SecurityMX:GD / General Dynamics Corporation
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership15,862 shares
Latest Disclosed Value $ 5,444,161
EP Wealth Advisors, Inc. reports 3.20% decrease in ownership of GD / General Dynamics Corporation

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 15,862 shares of General Dynamics Corporation (MX:GD) valued at $5,444,161 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 16,386 shares of General Dynamics Corporation. This represents a change in shares of -3.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F GENERAL DYNAMICS COM 369550108 15,862 -524 -3.20 5,444 -1.31 0.0267
2026-02-18 2025-12-31 13F GENERAL DYNAMICS COM 369550108 16,386 501 3.15 5,517 19.08 0.0287
2025-08-14 2025-06-30 13F General Dynamics COM 369550108 15,885 874 5.82 4,633 13.22 0.0304
2025-05-15 2025-03-31 13F GENERAL DYNAMICS COM 369550108 15,011 494 3.40 4,092 6.95 0.0327
2025-02-14 2024-12-31 13F GENERAL DYNAMICS COM 369550108 14,517 -3,734 -20.46 3,825 -30.64 0.0312
2024-11-15 2024-09-30 13F GENERAL DYNAMICS COM 369550108 18,251 511 2.88 5,516 7.15 0.0474
2024-08-19 2024-06-30 13F General Dynamics COM 369550108 17,740 4,711 36.16 5,147 39.86 0.0547
2024-05-14 2024-03-31 13F GENERAL DYNAMICS COM 369550108 13,029 -3,564 -21.48 3,680 -14.58 0.0430
2024-02-28 2023-12-31 13F General Dynamics COM 369550108 16,593 3,694 28.64 4,309 51.16 0.0550
2023-11-24 2023-09-30 13F GENERAL DYNAMICS COM 369550108 12,899 -22,259 -63.31 2,850 -21.81 0.0442
2023-08-14 2023-06-30 13F GENERAL DYNAMICS COM 369550108 35,158 7,975 29.34 3,646 219.46 0.0526
2023-06-05 2023-03-31 13F GENERAL DYNAMICS COM 369550108 27,183 -5,116 -15.84 1,142 -85.76 0.0196
2023-06-12 2022-12-31 13F GENERAL DYNAMICS COM 369550108 32,299 785 2.49 8,014 19.85 0.1444
2022-12-02 2022-09-30 13F GENERAL DYNAMICS COM 369550108 31,514 20,141 177.09 6,686 165.74 0.1516
2022-08-11 2022-06-30 13F GENERAL DYNAMICS COM 369550108 11,373 -1,075 -8.64 2,516 -16.19 0.0567
2022-05-20 2022-03-31 13F GENERAL DYNAMICS COM 369550108 12,448 -374 -2.92 3,002 12.31 0.0659
2022-02-17 2021-12-31 13F GENERAL DYNAMICS COM 369550108 12,822 -1,085 -7.80 2,673 -1.94 0.0632
2021-11-23 2021-09-30 13F/A-1 GENERAL DYNAMICS COM 369550108 13,907 -7,871 -36.14 2,726 -33.51 0.0748
2021-11-16 2021-09-30 13F GENERAL DYNAMICS COM 369550108 4,334 -17,444 2,726 0.0748
2021-08-24 2021-06-30 13F GENERAL DYNAMICS COM 369550108 21,778 -109,194 -83.37 4,100 -82.76 0.1137
2021-05-17 2021-03-31 13F GENERAL DYNAMICS COM 369550108 130,972 27,632 26.74 23,779 54.62 0.7560
2021-02-18 2020-12-31 13F GENERAL DYNAMICS COM 369550108 103,340 9,237 9.82 15,379 18.05 0.5407
2020-11-17 2020-09-30 13F GENERAL DYNAMICS COM 369550108 94,103 9,391 11.09 13,027 2.89 0.5605
2020-08-14 2020-06-30 13F GENERAL DYNAMICS COM 369550108 84,712 13,749 19.37 12,661 34.85 0.5406
2020-05-18 2020-03-31 13F GENERAL DYNAMICS COM 369550108 70,963 10,394 17.16 9,389 -12.10 0.4595
2020-02-14 2019-12-31 13F GENERAL DYNAMICS COM 369550108 60,569 3,212 5.60 10,681 1.91 0.4399
2019-11-18 2019-09-30 13F GENERAL DYNAMICS COM 369550108 57,357 2,063 3.73 10,481 4.25 0.5197
2019-08-27 2019-06-30 13F GENERAL DYNAMICS COM 369550108 55,294 1,569 2.92 10,054 10.54 0.6281
2019-05-20 2019-03-31 13F GENERAL DYNAMICS COM 369550108 53,725 4,099 8.26 9,095 16.57 0.8745
2019-02-15 2018-12-31 13F GENERAL DYNAMICS COM 369550108 49,626 1,475 3.06 7,802 -20.85 0.6018
2018-11-15 2018-09-30 13F GENERAL DYNAMICS COM 369550108 48,151 3,061 6.79 9,857 17.28 0.7702
2018-08-14 2018-06-30 13F GENERAL DYNAMICS COM 369550108 45,090 1,392 3.19 8,405 -12.93 0.7930
2018-05-15 2018-03-31 13F GENERAL DYNAMICS COM 369550108 43,698 1,901 4.55 9,653 13.51 0.9330
2018-02-15 2017-12-31 13F GENERAL DYNAMICS COM 369550108 41,797 2,196 5.55 8,504 4.46 0.8973
2017-11-15 2017-09-30 13F GENERAL DYNAMICS COM 369550108 39,601 -1,581 -3.84 8,141 -0.21 0.9402
2017-08-17 2017-06-30 13F GENERAL DYNAMICS COM 369550108 41,182 837 2.07 8,158 8.01 0.9999
2017-05-15 2017-03-31 13F GENERAL DYNAMICS COM 369550108 40,345 1,436 3.69 7,553 25.15 1.0418
2017-02-15 2016-12-31 13F GENERAL DYNAMICS COM 369550108 38,909 1,302 3.46 6,035 3.43 0.8820
2016-11-14 2016-09-30 13F GENERAL DYNAMICS COM 369550108 37,607 37,607 5,835 0.9118
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.