B.A. Schrock Wealth Management, Inc.’s General Dynamics GD Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 Q3	$779K	Buy	+2,341	New	+$869K	0.28%	77

Other funds holding GD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

EWM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s GD Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in General Dynamics (GD) in Q3 2026: 2,341 shares worth $779K. The stake represents 0.28% of the portfolio and ranks #77 among its holdings.

297 funds tracked by Wall St. Rank hold GD as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 2,341 shares of General Dynamics worth $779K as of Q3 2026.
General Dynamics was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
General Dynamics made up 0.28% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #77 holding.
297 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.