Atwood & Palmer’s General Dynamics GD Stock Holding History

Atwood & Palmer’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	$17.9K	Hold	54	–	–	﹤0.01%	350
2026 Q2	$19.1K	Buy	+54	New	+$18.5K	﹤0.01%	329
2019 Q3	–	Sell	-300	Closed	-$55K	–	308
2019 Q2	$55K	Hold	300	–	–	0.01%	171
2019 Q1	$51K	Hold	300	–	–	0.01%	173
2018 Q4	$47K	Sell	300 -300	-50%	-$53.8K	0.01%	173
2018 Q3	$123K	Sell	600 -300	-33%	-$58.7K	0.02%	147
2018 Q2	$168K	Sell	900 -100	-10%	-$20.5K	0.02%	132
2018 Q1	$221K	Hold	1,000	–	–	0.03%	119
2017 Q4	$203K	Hold	1,000	–	–	0.03%	130
2017 Q3	$206K	Hold	1,000	–	–	0.03%	128
2017 Q2	$198K	Buy	+1,000	New	+$196K	0.03%	126

Other funds holding GD

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

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atwood & Palmer's GD Position: Q3 2026 in Review

Atwood & Palmer held its General Dynamics (GD) position steady in Q3 2026 at 54 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Atwood & Palmer first reported a position in GD in Q2 2017 and has held it in 11 quarters since. The position peaked at $221K in Q1 2018. 155 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Atwood & Palmer held 54 shares of General Dynamics worth $17.9K as of Q3 2026.
Atwood & Palmer left its General Dynamics share count unchanged in Q3 2026.
General Dynamics made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #350 holding.
Atwood & Palmer first reported a position in General Dynamics in Q2 2017 and has held it in 11 quarters since.
Atwood & Palmer's General Dynamics position peaked at $221K in Q1 2018.
155 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.