CWM
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Centurion Wealth Management’s General Dynamics GD Stock Holding History

Centurion 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
Q3 		$594K Hold
1,790
– – 0.14% 131
2026
Q2 		$634K Sell
1,790
-13
-0.7% -$4.45K 0.15% 129
2026
Q1 		$619K Sell
1,803
-439
-20% -$156K 0.14% 135
2025
Q4 		$755K Sell
2,242
-51
-2% -$17.4K 0.17% 110
2025
Q3 		$782K Buy
2,293
+350
+18% +$110K 0.18% 106
2025
Q2 		$567K Buy
1,943
+41
+2% +$11.3K 0.16% 107
2025
Q1 		$501K Hold
1,902
– – 0.16% 105
2024
Q4 		$501K Buy
1,902
+15
+0.8% +$4.32K 0.16% 105
2024
Q3 		$570K Buy
+1,887
New +$555K 0.18% 90
2024
Q1 		$542K Sell
1,917
-86
-4% -$23K 0.21% 82
2023
Q4 		$520K Sell
2,003
-72
-3% -$17.6K 0.22% 76
2023
Q3 		$458K Sell
2,075
-21
-1% -$4.64K 0.22% 77
2023
Q2 		$451K Buy
2,096
+10
+0.5% +$2.16K 0.22% 83
2023
Q1 		$476K Buy
2,086
+9
+0.4% +$2.08K 0.24% 73
2022
Q4 		$515K Buy
+2,077
New +$507K 0.29% 70

Other funds holding GD

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Centurion Wealth Management's GD Position: Q3 2026 in Review

Centurion Wealth Management held its General Dynamics (GD) position steady in Q3 2026 at 1,790 shares worth $594K. The position accounts for 0.14% of the portfolio, ranked #131.

Centurion Wealth Management first reported a position in GD in Q4 2022 and has held it in 15 quarters since. The position peaked at $782K in Q3 2025. 136 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Centurion Wealth Management held 1,790 shares of General Dynamics worth $594K as of Q3 2026.
  • Centurion Wealth Management left its General Dynamics share count unchanged in Q3 2026.
  • General Dynamics made up 0.14% of Centurion Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Centurion Wealth Management first reported a position in General Dynamics in Q4 2022 and has held it in 15 quarters since.
  • Centurion Wealth Management's General Dynamics position peaked at $782K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.