CWS Financial Advisors
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CWS Financial Advisors’s General Dynamics GD Stock Holding History

CWS Financial 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
Q3 		$604K Buy
1,820
+1
+0.1% +$371 0.13% 89
2026
Q2 		$645K Hold
1,819
– – 0.14% 87
2026
Q1 		$624K Buy
1,819
+41
+2% +$14.5K 0.16% 81
2025
Q4 		$599K Buy
1,778
+187
+12% +$63.8K 0.16% 82
2025
Q3 		$543K Hold
1,591
– – 0.15% 80
2025
Q2 		$464K Buy
1,591
+52
+3% +$14.3K 0.14% 89
2025
Q1 		$420K Sell
1,539
-399
-21% -$104K 0.13% 88
2024
Q4 		$511K Buy
1,938
+399
+26% +$115K 0.17% 68
2024
Q3 		$465K Buy
1,539
+119
+8% +$35K 0.16% 69
2024
Q2 		$412K Sell
1,420
-2
-0.1% -$586 0.16% 68
2024
Q1 		$402K Sell
1,422
-613
-30% -$164K 0.16% 68
2023
Q4 		$529K Sell
2,035
-245
-11% -$59.8K 0.2% 77
2023
Q3 		$504K Sell
2,280
-28
-1% -$6.19K 0.2% 78
2023
Q2 		$497K Hold
2,308
– – 0.19% 84
2023
Q1 		$527K Buy
2,308
+42
+2% +$9.7K 0.21% 77
2022
Q4 		$411K Sell
2,266
-83
-4% -$20.2K 0.18% 88
2022
Q3 		$498K Sell
2,349
-6
-0.3% -$1.36K 0.24% 73
2022
Q2 		$521K Buy
2,355
+8
+0.3% +$1.84K 0.24% 78
2022
Q1 		$566K Sell
2,347
-1
-0% -$222 0.21% 75
2021
Q4 		$489K Buy
+2,348
New +$474K 0.17% 89
2021
Q2 		$427K Hold
2,266
– – 0.17% 90
2021
Q1 		$411K Hold
2,266
– – 0.18% 88
2020
Q4 		$337K Hold
2,266
– – 0.2% 92
2020
Q3 		$314K Hold
2,266
– – 0.21% 92
2020
Q2 		$339K Buy
2,266
+108
+5% +$15.3K 0.24% 87
2020
Q1 		$381K Hold
2,158
– – 0.28% 77
2019
Q4 		$381K Buy
+2,158
New +$387K 0.28% 78

Other funds holding GD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CWS Financial Advisors's GD Position: Q3 2026 in Review

CWS Financial Advisors increased its General Dynamics (GD) stake by 0.05% in Q3 2026, buying an estimated $371 and bringing the position to 1,820 shares worth $604K. The position accounts for 0.13% of the portfolio, ranked #89.

CWS Financial Advisors first reported a position in GD in Q4 2019 and has held it in 27 quarters since. The position peaked at $645K in Q2 2026. 784 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • CWS Financial Advisors held 1,820 shares of General Dynamics worth $604K as of Q3 2026.
  • CWS Financial Advisors bought 1 General Dynamics share in Q3 2026, an estimated $371.
  • General Dynamics made up 0.13% of CWS Financial Advisors's portfolio in Q3 2026, its #89 holding.
  • CWS Financial Advisors first reported a position in General Dynamics in Q4 2019 and has held it in 27 quarters since.
  • CWS Financial Advisors's General Dynamics position peaked at $645K in Q2 2026.
  • 784 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.