AWM
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Accel Wealth Management’s General Dynamics GD Stock Holding History

Accel Wealth Management’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 		$487K Sell
1,376
-85
-6% -$29.1K 0.11% 160
2026
Q1 		$501K Buy
1,461
+2
+0.1% +$709 0.13% 151
2025
Q4 		$491K Sell
1,459
-25
-2% -$8.53K 0.13% 152
2025
Q3 		$506K Sell
1,484
-90
-6% -$28.4K 0.15% 146
2025
Q2 		$459K Sell
1,574
-19
-1% -$5.23K 0.15% 146
2025
Q1 		$434K Buy
1,593
+4
+0.3% +$1.04K 0.16% 137
2024
Q4 		$419K Buy
1,589
+1
+0.1% +$288 0.16% 146
2024
Q3 		$480K Buy
1,588
+6
+0.4% +$1.76K 0.18% 130
2024
Q2 		$459K Buy
1,582
+5
+0.3% +$1.47K 0.18% 120
2024
Q1 		$445K Buy
1,577
+256
+19% +$68.5K 0.19% 115
2023
Q4 		$343K Buy
1,321
+85
+7% +$20.7K 0.17% 128
2023
Q3 		$273K Sell
1,236
-43
-3% -$9.51K 0.15% 130
2023
Q2 		$275K Buy
+1,279
New +$276K 0.15% 134
2022
Q3 		– Sell
-336
Closed -$71K – 1073
2022
Q2 		$71K Buy
336
+2
+0.6% +$460 0.04% 291
2022
Q1 		$81K Buy
334
+2
+0.6% +$444 0.04% 282
2021
Q4 		$69K Buy
+332
New +$67K 0.03% 322
2021
Q1 		– Sell
-107
Closed -$16K – 880
2020
Q4 		$16K Buy
+107
New +$15.6K 0.01% 537

Other funds holding GD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Accel Wealth Management's GD Position: Q2 2026 in Review

Accel Wealth Management reduced its General Dynamics (GD) stake by 5.8% in Q2 2026, selling an estimated $29.1K and leaving 1,376 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #160.

Accel Wealth Management first reported a position in GD in Q4 2020 and has held it in 17 quarters since. The position peaked at $506K in Q3 2025. 568 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Accel Wealth Management held 1,376 shares of General Dynamics worth $487K as of Q2 2026.
  • Accel Wealth Management sold 85 General Dynamics shares in Q2 2026, an estimated $29.1K.
  • General Dynamics made up 0.11% of Accel Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Accel Wealth Management first reported a position in General Dynamics in Q4 2020 and has held it in 17 quarters since.
  • Accel Wealth Management's General Dynamics position peaked at $506K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.