Crux Wealth Advisors’s General Dynamics GD Stock Holding History

Crux Wealth Advisors’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	$1.48M	Sell	4,164 -94	-2%	-$32.2K	0.51%	59
2026 Q1	$1.46M	Buy	4,258 +74	+2%	+$26.2K	0.56%	56
2025 Q4	$1.41M	Sell	4,184 -16	-0.4%	-$5.46K	0.52%	60
2025 Q3	$1.43M	Buy	4,200 +413	+11%	+$130K	0.57%	55
2025 Q2	$1.1M	Buy	3,787 +1,531	+68%	+$421K	0.47%	64
2025 Q1	$615K	Buy	2,256 +980	+77%	+$255K	0.32%	92
2024 Q4	$336K	Buy	+1,276	New	+$367K	0.19%	120

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Crux Wealth Advisors's GD Position: Q2 2026 in Review

Crux Wealth Advisors reduced its General Dynamics (GD) stake by 2.2% in Q2 2026, selling an estimated $32.2K and leaving 4,164 shares worth $1.48M. The position accounts for 0.51% of the portfolio, ranked #59.

Crux Wealth Advisors first reported a position in GD in Q4 2024 and has held it in 7 quarters since. 724 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Crux Wealth Advisors held 4,164 shares of General Dynamics worth $1.48M as of Q2 2026.
Crux Wealth Advisors sold 94 General Dynamics shares in Q2 2026, an estimated $32.2K.
General Dynamics made up 0.51% of Crux Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Crux Wealth Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
724 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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