CFS Investment Advisory Services’s General Dynamics GD Stock Holding History

CFS Investment Advisory Services’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	$2.6M	Sell	6,951 -50	-0.7%	-$17.1K	0.17%	107
2026 Q1	$2.35M	Sell	7,001 -3	-0%	-$1.06K	0.16%	114
2025 Q4	$2.36M	Sell	7,004 -70	-1%	-$23.9K	0.17%	110
2025 Q3	$2.48M	Sell	7,074 -3	-0%	-$946	0.18%	103
2025 Q2	$2.06M	Sell	7,077 -157	-2%	-$43.2K	0.17%	109
2025 Q1	$1.97M	Sell	7,234 -443	-6%	-$115K	0.18%	109
2024 Q4	$2.02M	Buy	7,677 +20	+0.3%	+$5.76K	0.18%	106
2024 Q3	$2.31M	Sell	7,657 -59	-0.8%	-$17.3K	0.19%	92
2024 Q2	$2.24M	Buy	+7,716	New	+$2.26M	0.18%	88
2023 Q3	–	Sell	-8,344	Closed	-$1.79M	–	184
2023 Q2	$1.79M	Buy	+8,344	New	+$1.8M	0.23%	81
2022 Q3	–	Sell	-8,655	Closed	-$1.92M	–	278
2022 Q2	$1.92M	Sell	8,655 -2,078,517	-100%	-$478M	0.29%	76
2022 Q1	$9K	Buy	2,087,172 +2,078,470	+23,885%	+$462M	0.04%	161
2021 Q4	$1.84M	Sell	8,702 -481	-5%	-$97.1K	0.25%	91
2021 Q3	$1.8M	Buy	+9,183	New	+$1.8M	0.25%	97
2020 Q4	$1.5M	Buy	+10,078	New	+$1.47M	0.24%	107

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

RMA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CFS Investment Advisory Services's GD Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its General Dynamics (GD) stake by 0.71% in Q2 2026, selling an estimated $17.1K and leaving 6,951 shares worth $2.6M. The position accounts for 0.17% of the portfolio, ranked #107.

CFS Investment Advisory Services first reported a position in GD in Q4 2020 and has held it in 15 quarters since. 704 funds tracked by Wall St. Rank hold GD as of Q2 2026.

CFS Investment Advisory Services held 6,951 shares of General Dynamics worth $2.6M as of Q2 2026.
CFS Investment Advisory Services sold 50 General Dynamics shares in Q2 2026, an estimated $17.1K.
General Dynamics made up 0.17% of CFS Investment Advisory Services's portfolio in Q2 2026, its #107 holding.
CFS Investment Advisory Services first reported a position in General Dynamics in Q4 2020 and has held it in 15 quarters since.
704 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.