AWE
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Avidian Wealth Enterprises’s General Dynamics GD Stock Holding History

Avidian Wealth Enterprises’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 		$2.81M Buy
7,941
+371
+5% +$127K 0.08% 160
2026
Q1 		$2.6M Buy
7,570
+4,062
+116% +$1.44M 0.08% 158
2025
Q4 		$1.18M Buy
3,508
+77
+2% +$26.3K 0.04% 203
2025
Q3 		$1.17M Buy
3,431
+77
+2% +$24.3K 0.04% 199
2025
Q2 		$978K Sell
3,354
-55
-2% -$15.1K 0.04% 204
2025
Q1 		$929K Sell
3,409
-225
-6% -$58.5K 0.04% 204
2024
Q4 		$958K Buy
3,634
+65
+2% +$18.7K 0.04% 195
2024
Q3 		$1.08M Buy
3,569
+12
+0.3% +$3.53K 0.05% 178
2024
Q2 		$1.03M Buy
3,557
+411
+13% +$120K 0.04% 183
2024
Q1 		$889K Buy
3,146
+152
+5% +$40.7K 0.04% 186
2023
Q4 		$777K Sell
2,994
-56
-2% -$13.7K 0.05% 191
2023
Q3 		$674K Sell
3,050
-2,070
-40% -$458K 0.05% 205
2023
Q2 		$1.1M Sell
5,120
-2,009
-28% -$433K 0.07% 166
2023
Q1 		$1.63M Sell
7,129
-291
-4% -$67.2K 0.09% 154
2022
Q4 		$1.84M Sell
7,420
-221
-3% -$53.9K 0.12% 129
2022
Q3 		$1.62M Buy
7,641
+1,135
+17% +$256K 0.12% 118
2022
Q2 		$1.44M Buy
6,506
+1,359
+26% +$313K 0.1% 130
2022
Q1 		$1.24M Buy
5,147
+714
+16% +$159K 0.08% 164
2021
Q4 		$924K Buy
4,433
+44
+1% +$8.88K 0.06% 201
2021
Q3 		$860K Buy
4,389
+662
+18% +$130K 0.07% 143
2021
Q2 		$702K Buy
3,727
+372
+11% +$70.1K 0.05% 167
2021
Q1 		$609K Buy
3,355
+219
+7% +$35.8K 0.05% 178
2020
Q4 		$467K Buy
3,136
+1,616
+106% +$236K 0.04% 194
2020
Q3 		$210K Buy
+1,520
New +$224K 0.02% 263

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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Avidian Wealth Enterprises's GD Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its General Dynamics (GD) stake by 4.9% in Q2 2026, buying an estimated $127K and bringing the position to 7,941 shares worth $2.81M. The position accounts for 0.08% of the portfolio, ranked #160.

Avidian Wealth Enterprises first reported a position in GD in Q3 2020 and has held it in 24 quarters since. 724 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Avidian Wealth Enterprises held 7,941 shares of General Dynamics worth $2.81M as of Q2 2026.
  • Avidian Wealth Enterprises bought 371 General Dynamics shares in Q2 2026, an estimated $127K.
  • General Dynamics made up 0.08% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #160 holding.
  • Avidian Wealth Enterprises first reported a position in General Dynamics in Q3 2020 and has held it in 24 quarters since.
  • 724 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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