Cyndeo Wealth Partners
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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
Q3 		$3.03M Buy
9,137
+8,055
+744% +$2.99M 0.14% 152
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

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Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
TD Waterhouse Canada
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AssetMark Inc
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Roffman Miller Associates
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cyndeo Wealth Partners's GD Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its General Dynamics (GD) stake by 744% in Q3 2026, buying an estimated $2.99M and bringing the position to 9,137 shares worth $3.03M. The position accounts for 0.14% of the portfolio, ranked #152.

Cyndeo Wealth Partners first reported a position in GD in Q4 2022 and has held it in 13 quarters since. 571 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Cyndeo Wealth Partners held 9,137 shares of General Dynamics worth $3.03M as of Q3 2026.
  • Cyndeo Wealth Partners bought 8,055 General Dynamics shares in Q3 2026, an estimated $2.99M.
  • General Dynamics made up 0.14% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #152 holding.
  • Cyndeo Wealth Partners first reported a position in General Dynamics in Q4 2022 and has held it in 13 quarters since.
  • 571 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.