180 Wealth Advisors’s General Dynamics GD Stock Holding History

180 Wealth Advisors’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	$1.14M	Buy	3,218 +9	+0.3%	+$3.08K	0.11%	186
2026 Q1	$1.1M	Sell	3,209 -32	-1%	-$11.4K	0.13%	179
2025 Q4	$1.09M	Buy	3,241 +85	+3%	+$29K	0.12%	169
2025 Q3	$1.08M	Sell	3,156 -11	-0.3%	-$3.47K	0.13%	157
2025 Q2	$924K	Sell	3,167 -59	-2%	-$16.2K	0.13%	153
2025 Q1	$879K	Sell	3,226 -82	-2%	-$21.3K	0.14%	152
2024 Q4	$872K	Sell	3,308 -1,004	-23%	-$289K	0.14%	143
2024 Q3	$1.3M	Sell	4,312 -353	-8%	-$104K	0.21%	106
2024 Q2	$1.33M	Sell	4,665 -337	-7%	-$98.7K	0.22%	103
2024 Q1	$1.41M	Sell	5,002 -173	-3%	-$46.3K	0.25%	98
2023 Q4	$1.34M	Sell	5,175 -420	-8%	-$102K	0.27%	97
2023 Q3	$1.24M	Buy	5,595 +86	+2%	+$19K	0.28%	93
2023 Q2	$1.19M	Buy	5,509 +510	+10%	+$110K	0.26%	99
2023 Q1	$1.14M	Sell	4,999 -298	-6%	-$68.9K	0.27%	98
2022 Q4	$1.21M	Buy	5,297 +168	+3%	+$41K	0.28%	96
2022 Q3	$1.09M	Buy	5,129 +522	+11%	+$118K	0.3%	89
2022 Q2	$1.03M	Buy	4,607 +473	+11%	+$109K	0.26%	97
2022 Q1	$1.02M	Sell	4,134 -10,629	-72%	-$2.36M	0.22%	107
2021 Q4	$3.05M	Buy	14,763 +1,520	+11%	+$307K	0.68%	30
2021 Q3	$2.75M	Buy	13,243 +159	+1%	+$31.1K	0.61%	35
2021 Q2	$2.6M	Buy	13,084 +276	+2%	+$52K	0.6%	35
2021 Q1	$2.43M	Buy	12,808 +2,186	+21%	+$357K	0.6%	39
2020 Q4	$1.63M	Buy	10,622 +1,460	+16%	+$213K	0.47%	58
2020 Q3	$1.27M	Buy	9,162 +2,020	+28%	+$298K	0.48%	56
2020 Q2	$1.06M	Buy	7,142 +3,863	+118%	+$545K	0.42%	63
2020 Q1	$419K	Sell	3,279 -1,544	-32%	-$256K	0.22%	116
2019 Q4	$876K	Buy	4,823 +420	+10%	+$75.4K	0.35%	80
2019 Q3	$791K	Buy	4,403 +337	+8%	+$62.6K	0.35%	76
2019 Q2	$746K	Sell	4,066 -3,123	-43%	-$538K	0.34%	87
2019 Q1	$1.23M	Buy	7,189 +1,407	+24%	+$237K	0.56%	46
2018 Q4	$1.18M	Hold	5,782	–	–	0.55%	47
2018 Q3	$1.18M	Buy	5,782 +2,681	+86%	+$525K	0.55%	47
2018 Q2	$578K	Sell	3,101 -143	-4%	-$29.3K	0.29%	104
2018 Q1	$719K	Buy	3,244 +75	+2%	+$16.3K	0.37%	83
2017 Q4	$645K	Buy	+3,169	New	+$647K	0.33%	89

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

180 Wealth Advisors's GD Position: Q2 2026 in Review

180 Wealth Advisors increased its General Dynamics (GD) stake by 0.28% in Q2 2026, buying an estimated $3.08K and bringing the position to 3,218 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #186.

180 Wealth Advisors first reported a position in GD in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.05M in Q4 2021. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

180 Wealth Advisors held 3,218 shares of General Dynamics worth $1.14M as of Q2 2026.
180 Wealth Advisors bought 9 General Dynamics shares in Q2 2026, an estimated $3.08K.
General Dynamics made up 0.11% of 180 Wealth Advisors's portfolio in Q2 2026, its #186 holding.
180 Wealth Advisors first reported a position in General Dynamics in Q4 2017 and has held it in 35 quarters since.
180 Wealth Advisors's General Dynamics position peaked at $3.05M in Q4 2021.
776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.