Badgley Phelps Wealth Managers
GD icon

Badgley Phelps Wealth Managers’s General Dynamics GD Stock Holding History

Badgley Phelps Wealth Managers’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 		$502K Sell
1,513
-72
-5% -$26.7K 0.01% 250
2026
Q2 		$561K Buy
1,585
+74
+5% +$25.3K 0.01% 240
2026
Q1 		$519K Buy
1,511
+457
+43% +$162K 0.01% 239
2025
Q4 		$355K Hold
1,054
– – 0.01% 265
2025
Q3 		$359K Sell
1,054
-5
-0.5% -$1.58K 0.01% 246
2025
Q2 		$309K Sell
1,059
-351
-25% -$96.6K 0.01% 254
2025
Q1 		$384K Sell
1,410
-55
-4% -$14.3K 0.01% 232
2024
Q4 		$386K Sell
1,465
-172
-11% -$49.5K 0.01% 234
2024
Q3 		$495K Buy
+1,637
New +$481K 0.01% 209

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Badgley Phelps Wealth Managers's GD Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its General Dynamics (GD) stake by 4.5% in Q3 2026, selling an estimated $26.7K and leaving 1,513 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #250.

Badgley Phelps Wealth Managers first reported a position in GD in Q3 2024 and has held it in 9 quarters since. The position peaked at $561K in Q2 2026. 579 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Badgley Phelps Wealth Managers held 1,513 shares of General Dynamics worth $502K as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 72 General Dynamics shares in Q3 2026, an estimated $26.7K.
  • General Dynamics made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #250 holding.
  • Badgley Phelps Wealth Managers first reported a position in General Dynamics in Q3 2024 and has held it in 9 quarters since.
  • Badgley Phelps Wealth Managers's General Dynamics position peaked at $561K in Q2 2026.
  • 579 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.