Cypress Advisory Group’s General Dynamics GD Stock Holding History

Cypress Advisory Group’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	$1.13M	Hold	3,199	–	–	0.88%	36
2026 Q1	$1.1M	Hold	3,199	–	–	0.84%	36
2025 Q4	$1.08M	Hold	3,199	–	–	0.79%	40
2025 Q3	$1.09M	Sell	3,199 -8	-0.2%	-$2.52K	0.81%	40
2025 Q2	$935K	Sell	3,207 -46	-1%	-$12.7K	0.73%	41
2025 Q1	$887K	Hold	3,253	–	–	0.81%	32
2024 Q4	$857K	Buy	+3,253	New	+$937K	0.79%	36

Other funds holding GD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

Cypress Advisory Group's GD Position: Q2 2026 in Review

Cypress Advisory Group held its General Dynamics (GD) position steady in Q2 2026 at 3,199 shares worth $1.13M. The position accounts for 0.88% of the portfolio, ranked #36.

Cypress Advisory Group first reported a position in GD in Q4 2024 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Cypress Advisory Group held 3,199 shares of General Dynamics worth $1.13M as of Q2 2026.
Cypress Advisory Group left its General Dynamics share count unchanged in Q2 2026.
General Dynamics made up 0.88% of Cypress Advisory Group's portfolio in Q2 2026, its #36 holding.
Cypress Advisory Group first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
498 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.