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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

GD holding history

General Dynamics Corp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GD overviewAll 13F holders of GDFull Q2 2026 holdings

Shares (Q2 2026)
19,229
Value
$6.81M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of GD by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,229$6.81M<0.1%+3,367+21.2%AddedHolders
Q1 202615,862$5.44M<0.1%−524−3.2%ReducedHolders
Q4 202516,386$5.52M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202515,885$4.63M<0.1%+874+5.8%AddedHolders
Q1 202515,011$4.09M<0.1%+494+3.4%AddedHolders
Q4 202414,517$3.83M<0.1%−3,734−20.5%ReducedHolders
Q3 202418,251$5.52M<0.1%+511+2.9%AddedHolders
Q2 202417,740$5.15M0.1%+4,711+36.2%AddedHolders
Q1 202413,029$3.68M<0.1%−3,564−21.5%ReducedHolders
Q4 202316,593$4.31M0.1%+3,694+28.6%AddedHolders
Q3 202312,899$2.85M<0.1%−22,259−63.3%ReducedHolders
Q2 202335,158$3.65M0.1%+7,975+29.3%AddedHolders
Q1 202327,183$1.14M<0.1%−5,116−15.8%ReducedHolders
Q4 202232,299$8.01M0.1%+785+2.5%AddedHolders
Q3 202231,514$6.69M0.2%+20,141+177.1%AddedHolders
Q2 202211,373$2.52M0.1%−1,075−8.6%ReducedHolders
Q1 202212,448$3.00M0.1%−374−2.9%ReducedHolders
Q4 202112,822$2.67M0.1%−1,085−7.8%ReducedHolders
Q3 202113,907$2.73M0.1%−7,871−36.1%ReducedHolders
Q2 202121,778$4.10M0.1%−109,194−83.4%ReducedHolders
Q1 2021130,972$23.8M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.