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 Q3	$493K	Buy	1,485 +1	+0.1%	+$371	0.29%	23
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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

AdviceOne Advisory Services's GD Position: Q3 2026 in Review

AdviceOne Advisory Services increased its General Dynamics (GD) stake by 0.07% in Q3 2026, buying an estimated $371 and bringing the position to 1,485 shares worth $493K. The position accounts for 0.29% of the portfolio, ranked #23.

AdviceOne Advisory Services first reported a position in GD in Q2 2025 and has held it in 6 quarters since. The position peaked at $526K in Q2 2026. 632 funds tracked by Wall St. Rank hold GD as of Q3 2026.

AdviceOne Advisory Services held 1,485 shares of General Dynamics worth $493K as of Q3 2026.
AdviceOne Advisory Services bought 1 General Dynamics share in Q3 2026, an estimated $371.
General Dynamics made up 0.29% of AdviceOne Advisory Services's portfolio in Q3 2026, its #23 holding.
AdviceOne Advisory Services first reported a position in General Dynamics in Q2 2025 and has held it in 6 quarters since.
AdviceOne Advisory Services's General Dynamics position peaked at $526K in Q2 2026.
632 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.