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

Accurate 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 		$2.12M Buy
5,644
+777
+16% +$266K 0.2% 115
2026
Q1 		$1.63M Buy
4,867
+378
+8% +$134K 0.2% 113
2025
Q4 		$1.59M Buy
4,489
+267
+6% +$91.1K 0.2% 122
2025
Q3 		$1.42M Buy
4,222
+219
+5% +$69K 0.19% 126
2025
Q2 		$1.21M Buy
4,003
+183
+5% +$50.4K 0.19% 127
2025
Q1 		$1.06M Buy
3,820
+427
+13% +$111K 0.2% 117
2024
Q4 		$881K Buy
3,393
+260
+8% +$74.9K 0.17% 135
2024
Q3 		$941K Buy
3,133
+58
+2% +$17K 0.19% 115
2024
Q2 		$877K Buy
3,075
+28
+0.9% +$8.2K 0.21% 102
2024
Q1 		$879K Buy
3,047
+6
+0.2% +$1.6K 0.26% 86
2023
Q4 		$760K Buy
3,041
+216
+8% +$52.7K 0.24% 97
2023
Q3 		$682K Buy
2,825
+234
+9% +$51.8K 0.21% 103
2023
Q2 		$558K Buy
2,591
+539
+26% +$116K 0.17% 124
2023
Q1 		$470K Buy
2,052
+149
+8% +$34.4K 0.16% 139
2022
Q4 		$471K Sell
1,903
-326
-15% -$79.5K 0.17% 106
2022
Q3 		$506K Buy
2,229
+639
+40% +$144K 0.21% 91
2022
Q2 		$351K Sell
1,590
-23
-1% -$5.29K 0.19% 103
2022
Q1 		$389K Buy
1,613
+7
+0.4% +$1.55K 0.17% 105
2021
Q4 		$330K Buy
1,606
+7
+0.4% +$1.41K 0.27% 101
2021
Q3 		$323K Buy
1,599
+150
+10% +$29.4K 0.28% 100
2021
Q2 		$273K Buy
+1,449
New +$273K 0.24% 101

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
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
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

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

Accurate Wealth Management increased its General Dynamics (GD) stake by 16% in Q2 2026, buying an estimated $266K and bringing the position to 5,644 shares worth $2.12M. The position accounts for 0.2% of the portfolio, ranked #115.

Accurate Wealth Management first reported a position in GD in Q2 2021 and has held it in 21 quarters since. 714 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Accurate Wealth Management held 5,644 shares of General Dynamics worth $2.12M as of Q2 2026.
  • Accurate Wealth Management bought 777 General Dynamics shares in Q2 2026, an estimated $266K.
  • General Dynamics made up 0.2% of Accurate Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Accurate Wealth Management first reported a position in General Dynamics in Q2 2021 and has held it in 21 quarters since.
  • 714 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.