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BSW Wealth Partners’s General Dynamics GD Stock Holding History

BSW Wealth Partners’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 		$235K Sell
664
-2
-0.3% -$685 0.03% 291
2026
Q1 		$229K Sell
666
-1
-0.1% -$355 0.03% 284
2025
Q4 		$225K Buy
667
+1
+0.2% +$341 0.03% 289
2025
Q3 		$227K Buy
+666
New +$210K 0.03% 291
2024
Q4 		– Sell
-668
Closed -$202K – 318
2024
Q3 		$202K Buy
+668
New +$196K 0.03% 292

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
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

BSW Wealth Partners's GD Position: Q2 2026 in Review

BSW Wealth Partners reduced its General Dynamics (GD) stake by 0.3% in Q2 2026, selling an estimated $685 and leaving 664 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #291.

BSW Wealth Partners first reported a position in GD in Q3 2024 and has held it in 5 quarters since. 762 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • BSW Wealth Partners held 664 shares of General Dynamics worth $235K as of Q2 2026.
  • BSW Wealth Partners sold 2 General Dynamics shares in Q2 2026, an estimated $685.
  • General Dynamics made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #291 holding.
  • BSW Wealth Partners first reported a position in General Dynamics in Q3 2024 and has held it in 5 quarters since.
  • 762 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.