Arista Wealth Management’s General Dynamics GD Stock Holding History

Arista 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	$697K	Buy	1,968 +5	+0.3%	+$1.71K	0.08%	136
2026 Q1	$674K	Buy	1,963 +64	+3%	+$22.7K	0.08%	132
2025 Q4	$639K	Buy	1,899 +4	+0.2%	+$1.36K	0.08%	119
2025 Q3	$646K	Sell	1,895 -36	-2%	-$11.3K	0.08%	123
2025 Q2	$563K	Buy	1,931 +784	+68%	+$216K	0.08%	138
2025 Q1	$313K	Buy	1,147 +6	+0.5%	+$1.56K	0.08%	52
2024 Q4	$301K	Buy	1,141 +6	+0.5%	+$1.73K	0.07%	50
2024 Q3	$343K	Buy	1,135 +5	+0.4%	+$1.47K	0.08%	50
2024 Q2	$328K	Buy	1,130 +6	+0.5%	+$1.76K	0.09%	50
2024 Q1	$318K	Buy	1,124 +5	+0.4%	+$1.34K	0.24%	29
2023 Q4	$290K	Buy	+1,119	New	+$273K	0.11%	44
2023 Q3	–	Sell	-1,106	Closed	-$238K	–	54
2023 Q2	$238K	Buy	1,106 +7	+0.6%	+$1.51K	0.1%	55
2023 Q1	$251K	Buy	1,099 +6	+0.5%	+$1.39K	0.14%	55
2022 Q4	$271K	Buy	+1,093	New	+$267K	0.17%	54

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

RMA

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

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

Arista Wealth Management increased its General Dynamics (GD) stake by 0.25% in Q2 2026, buying an estimated $1.71K and bringing the position to 1,968 shares worth $697K. The position accounts for 0.08% of the portfolio, ranked #136.

Arista Wealth Management first reported a position in GD in Q4 2022 and has held it in 14 quarters since. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Arista Wealth Management held 1,968 shares of General Dynamics worth $697K as of Q2 2026.
Arista Wealth Management bought 5 General Dynamics shares in Q2 2026, an estimated $1.71K.
General Dynamics made up 0.08% of Arista Wealth Management's portfolio in Q2 2026, its #136 holding.
Arista Wealth Management first reported a position in General Dynamics in Q4 2022 and has held it in 14 quarters since.
776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.