Allen Wealth Management’s General Dynamics GD Stock Holding History

Allen 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	$295K	Sell	832 -82	-9%	-$28.1K	0.14%	50
2026 Q1	$314K	Hold	914	–	–	0.16%	53
2025 Q4	$308K	Hold	914	–	–	0.19%	52
2025 Q3	$312K	Sell	914 -203	-18%	-$64K	0.21%	50
2025 Q2	$326K	Hold	1,117	–	–	0.23%	46
2025 Q1	$304K	Buy	1,117 +19	+2%	+$4.94K	0.21%	48
2024 Q4	$289K	Sell	1,098 -20	-2%	-$5.76K	0.21%	50
2024 Q3	$338K	Hold	1,118	–	–	0.23%	44
2024 Q2	$324K	Buy	1,118 +129	+13%	+$37.8K	0.29%	47
2024 Q1	$279K	Buy	989 +14	+1%	+$3.74K	0.25%	51
2023 Q4	$253K	Buy	+975	New	+$238K	0.25%	49

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

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

Allen Wealth Management reduced its General Dynamics (GD) stake by 9% in Q2 2026, selling an estimated $28.1K and leaving 832 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #50.

Allen Wealth Management first reported a position in GD in Q4 2023 and has held it in 11 quarters since. The position peaked at $338K in Q3 2024. 709 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Allen Wealth Management held 832 shares of General Dynamics worth $295K as of Q2 2026.
Allen Wealth Management sold 82 General Dynamics shares in Q2 2026, an estimated $28.1K.
General Dynamics made up 0.14% of Allen Wealth Management's portfolio in Q2 2026, its #50 holding.
Allen Wealth Management first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's General Dynamics position peaked at $338K in Q3 2024.
709 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.