AAG
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Asset Advisory Group’s General Dynamics GD Stock Holding History

Asset Advisory 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 		$225K Hold
637
– – 0.1% 116
2026
Q1 		$218K Hold
637
– – 0.11% 113
2025
Q4 		$214K Buy
+637
New +$217K 0.11% 113

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
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

Asset Advisory Group's GD Position: Q2 2026 in Review

Asset Advisory Group held its General Dynamics (GD) position steady in Q2 2026 at 637 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #116.

Asset Advisory Group first reported a position in GD in Q4 2025 and has held it in 3 quarters since. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Asset Advisory Group held 637 shares of General Dynamics worth $225K as of Q2 2026.
  • Asset Advisory Group left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.1% of Asset Advisory Group's portfolio in Q2 2026, its #116 holding.
  • Asset Advisory Group first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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