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Carolina Wealth Advisors’s General Dynamics GD Stock Holding History

Carolina 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 		$14.2K Hold
40
– – 0.01% 172
2026
Q1 		$13.7K Hold
40
– – 0.01% 160
2025
Q4 		$13.5K Hold
40
– – 0.01% 167
2025
Q3 		$13.6K Sell
40
-23
-37% -$7.25K 0.01% 158
2025
Q2 		$18.4K Hold
63
– – 0.01% 124
2025
Q1 		$17.2K Buy
63
+40
+174% +$10.4K 0.01% 120
2024
Q4 		$6.06K Hold
23
– – ﹤0.01% 178
2024
Q3 		$6.95K Buy
+23
New +$6.76K ﹤0.01% 196
2021
Q2 		– Sell
-37
Closed -$7K – 297
2021
Q1 		$7K Buy
+37
New +$6.04K 0.01% 224

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Carolina Wealth Advisors's GD Position: Q2 2026 in Review

Carolina Wealth Advisors held its General Dynamics (GD) position steady in Q2 2026 at 40 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #172.

Carolina Wealth Advisors first reported a position in GD in Q1 2021 and has held it in 9 quarters since. The position peaked at $18.4K in Q2 2025. 379 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Carolina Wealth Advisors held 40 shares of General Dynamics worth $14.2K as of Q2 2026.
  • Carolina Wealth Advisors left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Carolina Wealth Advisors first reported a position in General Dynamics in Q1 2021 and has held it in 9 quarters since.
  • Carolina Wealth Advisors's General Dynamics position peaked at $18.4K in Q2 2025.
  • 379 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.