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Crown Wealth Group’s General Dynamics GD Stock Holding History

Crown Wealth Group’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 		$244K Sell
688
-11
-2% -$3.77K 0.06% 130
2026
Q1 		$240K Buy
699
+30
+4% +$10.6K 0.07% 125
2025
Q4 		$225K Buy
669
+36
+6% +$12.3K 0.06% 130
2025
Q3 		$216K Buy
+633
New +$200K 0.06% 116
2024
Q1 		– Sell
-1,038
Closed -$270K – 111
2023
Q4 		$270K Buy
+1,038
New +$253K 0.16% 70

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Crown Wealth Group's GD Position: Q2 2026 in Review

Crown Wealth Group reduced its General Dynamics (GD) stake by 1.6% in Q2 2026, selling an estimated $3.77K and leaving 688 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #130.

Crown Wealth Group first reported a position in GD in Q4 2023 and has held it in 5 quarters since. The position peaked at $270K in Q4 2023. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Crown Wealth Group held 688 shares of General Dynamics worth $244K as of Q2 2026.
  • Crown Wealth Group sold 11 General Dynamics shares in Q2 2026, an estimated $3.77K.
  • General Dynamics made up 0.06% of Crown Wealth Group's portfolio in Q2 2026, its #130 holding.
  • Crown Wealth Group first reported a position in General Dynamics in Q4 2023 and has held it in 5 quarters since.
  • Crown Wealth Group's General Dynamics position peaked at $270K in Q4 2023.
  • 701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.