AdviceOne Advisory Services’s General Dynamics GD Stock Holding History

AdviceOne Advisory Services’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	$526K	Buy	1,484 +1	+0.1%	+$343	0.3%	18
2026 Q1	$509K	Buy	1,483 +17	+1%	+$6.03K	0.31%	16
2025 Q4	$494K	Buy	1,466 +1	+0.1%	+$341	0.29%	18
2025 Q3	$500K	Sell	1,465 -47	-3%	-$14.8K	0.33%	17
2025 Q2	$441K	Buy	+1,512	New	+$416K	0.33%	15

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

RMA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

AdviceOne Advisory Services's GD Position: Q2 2026 in Review

AdviceOne Advisory Services increased its General Dynamics (GD) stake by 0.07% in Q2 2026, buying an estimated $343 and bringing the position to 1,484 shares worth $526K. The position accounts for 0.3% of the portfolio, ranked #18.

AdviceOne Advisory Services first reported a position in GD in Q2 2025 and has held it in 5 quarters since. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

AdviceOne Advisory Services held 1,484 shares of General Dynamics worth $526K as of Q2 2026.
AdviceOne Advisory Services bought 1 General Dynamics share in Q2 2026, an estimated $343.
General Dynamics made up 0.3% of AdviceOne Advisory Services's portfolio in Q2 2026, its #18 holding.
AdviceOne Advisory Services first reported a position in General Dynamics in Q2 2025 and has held it in 5 quarters since.
701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.