Advisory Resource Group’s General Dynamics GD Stock Holding History

Advisory Resource Group’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	$6.9M	Buy	19,486 +1,346	+7%	+$461K	1.04%	24
2026 Q1	$6.23M	Buy	18,140 +530	+3%	+$188K	1.07%	23
2025 Q4	$5.93M	Sell	17,610 -1,057	-6%	-$360K	1.04%	32
2025 Q3	$6.37M	Sell	18,667 -772	-4%	-$243K	1.14%	21
2025 Q2	$5.67M	Buy	19,439 +239	+1%	+$65.8K	1.09%	23
2025 Q1	$5.23M	Buy	19,200 +1,276	+7%	+$332K	1.07%	24
2024 Q4	$4.72M	Buy	+17,924	New	+$5.16M	1%	34
2022 Q2	–	Sell	-11,496	Closed	-$2.77M	–	143
2022 Q1	$2.77M	Sell	11,496 -736	-6%	-$163K	0.86%	26
2021 Q4	$2.59M	Buy	12,232 +711	+6%	+$144K	0.87%	30
2021 Q3	$2.26M	Sell	11,521 -27	-0.2%	-$5.29K	0.83%	31
2021 Q2	$2.17M	Buy	11,548 +856	+8%	+$161K	0.87%	29
2021 Q1	$1.94M	Buy	+10,692	New	+$1.75M	0.91%	26

Other funds holding GD

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return