Castle Rock Wealth Management’s General Dynamics GD Stock Holding History

Castle Rock 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	$429K	Sell	1,182 -8	-0.7%	-$2.74K	0.08%	182
2026 Q1	$415K	Sell	1,190 -14	-1%	-$4.97K	0.09%	176
2025 Q4	$422K	Buy	1,204 +16	+1%	+$5.46K	0.09%	173
2025 Q3	$404K	Buy	1,188 +13	+1%	+$4.1K	0.09%	177
2025 Q2	$350K	Sell	1,175 -336	-22%	-$92.5K	0.08%	186
2025 Q1	$414K	Buy	1,511 +11	+0.7%	+$2.86K	0.11%	159
2024 Q4	$363K	Buy	1,500 +14	+0.9%	+$4.03K	0.09%	174
2024 Q3	$445K	Buy	1,486 +242	+19%	+$71.1K	0.11%	162
2024 Q2	$358K	Sell	1,244 -18	-1%	-$5.27K	0.09%	178
2024 Q1	$362K	Buy	1,262 +52	+4%	+$13.9K	0.1%	169
2023 Q4	$307K	Buy	+1,210	New	+$295K	0.09%	177

Other funds holding GD

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return