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CWC Advisors’s General Dynamics GD Stock Holding History

CWC 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 		$761K Sell
2,149
-15
-0.7% -$5.14K 0.34% 72
2026
Q1 		$743K Sell
2,164
-12
-0.6% -$4.26K 0.35% 68
2025
Q4 		$733K Sell
2,176
-10
-0.5% -$3.41K 0.35% 66
2025
Q3 		$745K Sell
2,186
-10
-0.5% -$3.15K 0.37% 63
2025
Q2 		$640K Sell
2,196
-112
-5% -$30.8K 0.33% 69
2025
Q1 		$629K Sell
2,308
-79
-3% -$20.5K 0.36% 66
2024
Q4 		$629K Sell
2,387
-165
-6% -$47.5K 0.63% 45
2024
Q3 		$771K Buy
+2,552
New +$750K 0.76% 38

Other funds holding GD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

CWC Advisors's GD Position: Q2 2026 in Review

CWC Advisors reduced its General Dynamics (GD) stake by 0.69% in Q2 2026, selling an estimated $5.14K and leaving 2,149 shares worth $761K. The position accounts for 0.34% of the portfolio, ranked #72.

CWC Advisors first reported a position in GD in Q3 2024 and has held it in 8 quarters since. The position peaked at $771K in Q3 2024. 808 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • CWC Advisors held 2,149 shares of General Dynamics worth $761K as of Q2 2026.
  • CWC Advisors sold 15 General Dynamics shares in Q2 2026, an estimated $5.14K.
  • General Dynamics made up 0.34% of CWC Advisors's portfolio in Q2 2026, its #72 holding.
  • CWC Advisors first reported a position in General Dynamics in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's General Dynamics position peaked at $771K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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