AWA
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Aaron Wealth Advisors’s General Dynamics GD Stock Holding History

Aaron 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
Q3 		$1.64M Buy
4,956
+18
+0.4% +$6.68K 0.08% 149
2026
Q2 		$1.75M Sell
4,938
-1,398
-22% -$479K 0.09% 146
2026
Q1 		$2.17M Sell
6,336
-2,526
-29% -$896K 0.12% 104
2025
Q4 		$2.98M Buy
8,862
+678
+8% +$231K 0.16% 84
2025
Q3 		$2.79M Buy
8,184
+6,004
+275% +$1.89M 0.17% 71
2025
Q2 		$636K Buy
2,180
+305
+16% +$83.9K 0.07% 190
2025
Q1 		$511K Buy
1,875
+469
+33% +$122K 0.06% 210
2024
Q4 		$370K Sell
1,406
-99
-7% -$28.5K 0.04% 270
2024
Q3 		$455K Sell
1,505
-104
-6% -$30.6K 0.05% 209
2024
Q2 		$467K Buy
1,609
+99
+7% +$29K 0.06% 170
2024
Q1 		$427K Buy
1,510
+147
+11% +$39.3K 0.06% 173
2023
Q4 		$354K Buy
1,363
+96
+8% +$23.4K 0.06% 168
2023
Q3 		$280K Buy
1,267
+104
+9% +$23K 0.04% 205
2023
Q2 		$250K Sell
1,163
-102
-8% -$22K 0.03% 224
2023
Q1 		$289K Buy
1,265
+211
+20% +$48.8K 0.04% 205
2022
Q4 		$262K Sell
1,054
-663
-39% -$162K 0.04% 208
2022
Q3 		$364K Sell
1,717
-66
-4% -$14.9K 0.07% 145
2022
Q2 		$394K Buy
1,783
+93
+6% +$21.4K 0.1% 121
2022
Q1 		$408K Buy
1,690
+31
+2% +$6.88K 0.09% 126
2021
Q4 		$345K Buy
1,659
+14
+0.9% +$2.83K 0.1% 128
2021
Q3 		$322K Buy
1,645
+62
+4% +$12.1K 0.09% 121
2021
Q2 		$298K Buy
1,583
+72
+5% +$13.6K 0.1% 128
2021
Q1 		$274K Buy
+1,511
New +$247K 0.1% 121

Other funds holding GD

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

Aaron Wealth Advisors's GD Position: Q3 2026 in Review

Aaron Wealth Advisors increased its General Dynamics (GD) stake by 0.36% in Q3 2026, buying an estimated $6.68K and bringing the position to 4,956 shares worth $1.64M. The position accounts for 0.08% of the portfolio, ranked #149.

Aaron Wealth Advisors first reported a position in GD in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.98M in Q4 2025. 275 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Aaron Wealth Advisors held 4,956 shares of General Dynamics worth $1.64M as of Q3 2026.
  • Aaron Wealth Advisors bought 18 General Dynamics shares in Q3 2026, an estimated $6.68K.
  • General Dynamics made up 0.08% of Aaron Wealth Advisors's portfolio in Q3 2026, its #149 holding.
  • Aaron Wealth Advisors first reported a position in General Dynamics in Q1 2021 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's General Dynamics position peaked at $2.98M in Q4 2025.
  • 275 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.