Avior Wealth Management’s General Dynamics GD Stock Holding History

Avior 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	$500K	Sell	1,413 -717	-34%	-$246K	0.01%	520
2026 Q1	$731K	Buy	2,130 +66	+3%	+$23.4K	0.02%	432
2025 Q4	$695K	Buy	2,064 +2	+0.1%	+$682	0.02%	380
2025 Q3	$703K	Sell	2,062 -103	-5%	-$32.5K	0.02%	376
2025 Q2	$632K	Sell	2,165 -837	-28%	-$230K	0.02%	376
2025 Q1	$818K	Sell	3,002 -79	-3%	-$20.5K	0.03%	303
2024 Q4	$812K	Buy	3,081 +9	+0.3%	+$2.59K	0.03%	326
2024 Q3	$929K	Buy	3,072 +10	+0.3%	+$2.94K	0.04%	302
2024 Q2	$890K	Sell	3,062 -154	-5%	-$45.1K	0.04%	298
2024 Q1	$909K	Buy	3,216 +1,189	+59%	+$318K	0.04%	307
2023 Q4	$526K	Buy	2,027 +637	+46%	+$155K	0.03%	332
2023 Q3	$307K	Buy	1,390 +1	+0.1%	+$221	0.02%	432
2023 Q2	$299K	Buy	1,389 +26	+2%	+$5.61K	0.02%	447
2023 Q1	$311K	Buy	1,363 +1,179	+641%	+$272K	0.02%	444
2022 Q4	$45.7K	Hold	184	–	–	﹤0.01%	644
2022 Q3	$39K	Buy	184 +94	+104%	+$21.2K	﹤0.01%	640
2022 Q2	$19K	Sell	90 -143	-61%	-$32.9K	﹤0.01%	681
2022 Q1	$56K	Buy	233 +143	+159%	+$31.8K	﹤0.01%	577
2021 Q4	$18K	Hold	90	–	–	﹤0.01%	725
2021 Q3	$17K	Hold	90	–	–	﹤0.01%	698
2021 Q2	$16K	Hold	90	–	–	﹤0.01%	675
2021 Q1	$16K	Hold	90	–	–	﹤0.01%	681
2020 Q4	$13K	Hold	90	–	–	﹤0.01%	669
2020 Q3	$12K	Hold	90	–	–	﹤0.01%	659
2020 Q2	$13K	Hold	90	–	–	﹤0.01%	630
2020 Q1	$11K	Buy	+90	New	+$14.9K	﹤0.01%	564
2019 Q1	–	Sell	-3	Closed	–	–	672
2018 Q4	$0	Sell	3 -14	-82%	-$2.51K	﹤0.01%	727
2018 Q3	$3K	Hold	17	–	–	﹤0.01%	663
2018 Q2	$3K	Sell	17 -6	-26%	-$1.23K	﹤0.01%	689
2018 Q1	$5K	Sell	23 -12	-34%	-$2.61K	﹤0.01%	628
2017 Q4	$7K	Buy	35 +20	+133%	+$4.09K	﹤0.01%	623
2017 Q3	$3K	Buy	+15	New	+$3.01K	﹤0.01%	423
2017 Q1	–	Sell	-37	Closed	-$6K	–	501
2016 Q4	$6K	Buy	+37	New	+$6.05K	﹤0.01%	373

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

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

Avior Wealth Management reduced its General Dynamics (GD) stake by 34% in Q2 2026, selling an estimated $246K and leaving 1,413 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #520.

Avior Wealth Management first reported a position in GD in Q4 2016 and has held it in 33 quarters since. The position peaked at $929K in Q3 2024. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Avior Wealth Management held 1,413 shares of General Dynamics worth $500K as of Q2 2026.
Avior Wealth Management sold 717 General Dynamics shares in Q2 2026, an estimated $246K.
General Dynamics made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #520 holding.
Avior Wealth Management first reported a position in General Dynamics in Q4 2016 and has held it in 33 quarters since.
Avior Wealth Management's General Dynamics position peaked at $929K in Q3 2024.
776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.