Austin Wealth Management’s General Dynamics GD Stock Holding History

Austin 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	$282K	Sell	766 -4	-0.5%	-$1.37K	0.06%	105
2026 Q1	$271K	Sell	770 -42	-5%	-$14.9K	0.06%	105
2025 Q4	$285K	Buy	812 +16	+2%	+$5.46K	0.04%	130
2025 Q3	$269K	Sell	796 -55	-6%	-$17.3K	0.04%	130
2025 Q2	$265K	Sell	851 -6	-0.7%	-$1.65K	0.05%	116
2025 Q1	$233K	Buy	857 +31	+4%	+$8.06K	0.05%	114
2024 Q4	$220K	Buy	826 +42	+5%	+$12.1K	0.05%	116
2024 Q3	$235K	Sell	784 -5	-0.6%	-$1.47K	0.05%	110
2024 Q2	$224K	Buy	789 +1	+0.1%	+$293	0.05%	105
2024 Q1	$235K	Hold	788	–	–	0.06%	102
2023 Q4	$212K	Buy	+788	New	+$192K	0.06%	108

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

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

Austin Wealth Management reduced its General Dynamics (GD) stake by 0.52% in Q2 2026, selling an estimated $1.37K and leaving 766 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #105.

Austin Wealth Management first reported a position in GD in Q4 2023 and has held it in 11 quarters since. The position peaked at $285K in Q4 2025. 709 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Austin Wealth Management held 766 shares of General Dynamics worth $282K as of Q2 2026.
Austin Wealth Management sold 4 General Dynamics shares in Q2 2026, an estimated $1.37K.
General Dynamics made up 0.06% of Austin Wealth Management's portfolio in Q2 2026, its #105 holding.
Austin Wealth Management first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
Austin Wealth Management's General Dynamics position peaked at $285K in Q4 2025.
709 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.