Congress Asset Management’s General Dynamics GD Stock Holding History

Congress Asset 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	$851K	Sell	2,564 -112	-4%	-$41.6K	0.01%	332
2026 Q2	$948K	Sell	2,676 -91	-3%	-$31.2K	0.01%	305
2026 Q1	$950K	Sell	2,767 -217	-7%	-$77K	0.01%	340
2025 Q4	$1M	Sell	2,984 -248	-8%	-$84.6K	0.01%	312
2025 Q3	$1.1M	Sell	3,232 -1,353	-30%	-$426K	0.01%	312
2025 Q2	$1.34M	Sell	4,585 -5	-0.1%	-$1.38K	0.01%	304
2025 Q1	$1.25M	Sell	4,590 -34	-0.7%	-$8.84K	0.01%	295
2024 Q4	$1.22M	Buy	+4,624	New	+$1.33M	0.01%	304

Other funds holding GD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

EWM

Edge Wealth Management New York $666M AUM 17.64% 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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Congress Asset Management's GD Position: Q3 2026 in Review

Congress Asset Management reduced its General Dynamics (GD) stake by 4.2% in Q3 2026, selling an estimated $41.6K and leaving 2,564 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #332.

Congress Asset Management first reported a position in GD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q2 2025. 193 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Congress Asset Management held 2,564 shares of General Dynamics worth $851K as of Q3 2026.
Congress Asset Management sold 112 General Dynamics shares in Q3 2026, an estimated $41.6K.
General Dynamics made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #332 holding.
Congress Asset Management first reported a position in General Dynamics in Q4 2024 and has held it in 8 quarters since.
Congress Asset Management's General Dynamics position peaked at $1.34M in Q2 2025.
193 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.