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B. Riley Wealth Advisors’s General Dynamics GD Stock Holding History

B. Riley Wealth Advisors’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 		$865K Buy
2,486
+2
+0.1% +$685 0.05% 335
2026
Q1 		$847K Sell
2,484
-534
-18% -$189K 0.05% 317
2025
Q4 		$1.02M Sell
3,018
-355
-11% -$121K 0.05% 339
2025
Q3 		$1.15M Sell
3,373
-247
-7% -$77.9K 0.05% 316
2025
Q2 		$1.06M Buy
+3,620
New +$996K 0.05% 343
2024
Q4 		$1.48M Sell
5,616
-191
-3% -$55K 0.05% 342
2024
Q3 		$1.75M Sell
5,807
-1,235
-18% -$363K 0.05% 345
2024
Q2 		$2.04M Sell
7,042
-1,401
-17% -$410K 0.05% 332
2024
Q1 		$1.87M Buy
8,443
+1,140
+16% +$305K 0.05% 375
2023
Q4 		$1.9M Sell
7,303
-1,140
-14% -$278K 0.05% 376
2023
Q3 		$1.87M Buy
8,443
+822
+11% +$182K 0.05% 375
2023
Q2 		$1.64M Buy
7,621
+47
+0.6% +$10.1K 0.04% 424
2023
Q1 		$1.73M Sell
7,574
-2,081
-22% -$481K 0.05% 385
2022
Q4 		$2.4M Buy
9,655
+1,616
+20% +$394K 0.07% 298
2022
Q3 		$1.71M Buy
8,039
+2,464
+44% +$557K 0.05% 345
2022
Q2 		$1.23M Buy
5,575
+522
+10% +$120K 0.05% 345
2022
Q1 		$1.22M Sell
5,053
-5,187
-51% -$1.15M 0.04% 421
2021
Q4 		$2.13M Sell
10,240
-1,396
-12% -$282K 0.06% 332
2021
Q3 		$2.28M Buy
11,636
+1,093
+10% +$214K 0.07% 305
2021
Q2 		$1.98M Buy
10,543
+1,861
+21% +$351K 0.06% 338
2021
Q1 		$1.57M Buy
8,682
+2,422
+39% +$396K 0.06% 367
2020
Q4 		$933K Sell
6,260
-2,488
-28% -$364K 0.05% 352
2020
Q3 		$1.22M Buy
8,748
+287
+3% +$42.4K 0.06% 279
2020
Q2 		$1.27M Sell
8,461
-34
-0.4% -$4.8K 0.08% 238
2020
Q1 		$1.13M Buy
8,495
+2,510
+42% +$417K 0.1% 214
2019
Q4 		$1.06M Buy
5,985
+3,361
+128% +$603K 0.09% 236
2019
Q3 		$480K Sell
2,624
-94
-3% -$17.5K 0.05% 418
2019
Q2 		$494K Sell
2,718
-311
-10% -$53.5K 0.05% 379
2019
Q1 		$513K Buy
3,029
+63
+2% +$10.6K 0.06% 333
2018
Q4 		$467K Sell
2,966
-292
-9% -$52.3K 0.07% 319
2018
Q3 		$667K Sell
3,258
-39
-1% -$7.63K 0.08% 275
2018
Q2 		$615K Buy
3,297
+55
+2% +$11.3K 0.08% 270
2018
Q1 		$717K Sell
3,242
-1,109
-25% -$241K 0.1% 221
2017
Q4 		$886K Buy
4,351
+529
+14% +$108K 0.12% 190
2017
Q3 		$786K Sell
3,822
-548
-13% -$110K 0.13% 174
2017
Q2 		$867K Buy
4,370
+406
+10% +$79.5K 0.16% 168
2017
Q1 		$743K Buy
3,964
+387
+11% +$71.5K 0.15% 169
2016
Q4 		$618K Sell
3,577
-713
-17% -$117K 0.13% 200
2016
Q3 		$666K Buy
4,290
+96
+2% +$14.3K 0.13% 194
2016
Q2 		$584K Buy
4,194
+328
+8% +$45.7K 0.12% 218
2016
Q1 		$508K Sell
3,866
-230
-6% -$30.5K 0.12% 220
2015
Q4 		$564K Buy
4,096
+709
+21% +$101K 0.11% 214
2015
Q3 		$468K Buy
3,387
+561
+20% +$81.1K 0.11% 247
2015
Q2 		$402K Buy
+2,826
New +$392K 0.1% 258
2015
Q1 		– Sell
-1,268
Closed -$175 – 1107
2014
Q4 		$175 Buy
+1,268
New +$173K ﹤0.01% 1437
2014
Q3 		– Sell
-1,304
Closed -$152K – 1126
2014
Q2 		$152K Buy
+1,304
New +$148K 0.04% 552

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

B. Riley Wealth Advisors's GD Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its General Dynamics (GD) stake by 0.08% in Q2 2026, buying an estimated $685 and bringing the position to 2,486 shares worth $865K. The position accounts for 0.05% of the portfolio, ranked #335.

B. Riley Wealth Advisors first reported a position in GD in Q2 2014 and has held it in 46 quarters since. The position peaked at $2.4M in Q4 2022. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • B. Riley Wealth Advisors held 2,486 shares of General Dynamics worth $865K as of Q2 2026.
  • B. Riley Wealth Advisors bought 2 General Dynamics shares in Q2 2026, an estimated $685.
  • General Dynamics made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #335 holding.
  • B. Riley Wealth Advisors first reported a position in General Dynamics in Q2 2014 and has held it in 46 quarters since.
  • B. Riley Wealth Advisors's General Dynamics position peaked at $2.4M in Q4 2022.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.