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Cyndeo Wealth Partners’s General Dynamics GD Stock Holding History

Cyndeo Wealth Partners’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 		$383K Sell
1,082
-13
-1% -$4.45K 0.02% 392
2026
Q1 		$376K Buy
1,095
+67
+7% +$23.8K 0.02% 371
2025
Q4 		$346K Sell
1,028
-23
-2% -$7.84K 0.02% 379
2025
Q3 		$358K Sell
1,051
-195
-16% -$61.5K 0.02% 361
2025
Q2 		$363K Sell
1,246
-20
-2% -$5.5K 0.02% 348
2025
Q1 		$345K Buy
1,266
+15
+1% +$3.9K 0.02% 342
2024
Q4 		$330K Sell
1,251
-4
-0.3% -$1.15K 0.02% 356
2024
Q3 		$379K Buy
1,255
+2
+0.2% +$588 0.03% 331
2024
Q2 		$364K Buy
1,253
+359
+40% +$105K 0.03% 315
2024
Q1 		$253K Buy
+894
New +$239K 0.02% 345
2023
Q2 		– Sell
-929
Closed -$212K – 334
2023
Q1 		$212K Buy
929
+18
+2% +$4.16K 0.02% 301
2022
Q4 		$226K Buy
+911
New +$222K 0.03% 283

Other funds holding GD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cyndeo Wealth Partners's GD Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its General Dynamics (GD) stake by 1.2% in Q2 2026, selling an estimated $4.45K and leaving 1,082 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #392.

Cyndeo Wealth Partners first reported a position in GD in Q4 2022 and has held it in 12 quarters since. 499 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Cyndeo Wealth Partners held 1,082 shares of General Dynamics worth $383K as of Q2 2026.
  • Cyndeo Wealth Partners sold 13 General Dynamics shares in Q2 2026, an estimated $4.45K.
  • General Dynamics made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #392 holding.
  • Cyndeo Wealth Partners first reported a position in General Dynamics in Q4 2022 and has held it in 12 quarters since.
  • 499 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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