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Cypress Wealth Services’s General Dynamics GD Stock Holding History

Cypress Wealth Services’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 		$263K Sell
743
-86
-10% -$29.5K 0.03% 365
2026
Q1 		$285K Sell
829
-151
-15% -$53.6K 0.04% 315
2025
Q4 		$330K Sell
980
-4
-0.4% -$1.36K 0.05% 277
2025
Q3 		$335K Hold
984
– – 0.05% 228
2025
Q2 		$287K Sell
984
-171
-15% -$47.1K 0.05% 243
2025
Q1 		$315K Buy
1,155
+197
+21% +$51.2K 0.06% 212
2024
Q4 		$253K Buy
958
+26
+3% +$7.49K 0.05% 229
2024
Q3 		$282K Buy
932
+18
+2% +$5.29K 0.06% 211
2024
Q2 		$265K Buy
914
+52
+6% +$15.2K 0.06% 208
2024
Q1 		$243K Buy
+862
New +$231K 0.06% 222
2021
Q3 		– Sell
-1,351
Closed -$254K – 242
2021
Q2 		$254K Sell
1,351
-183
-12% -$34.5K 0.07% 215
2021
Q1 		$278K Buy
1,534
+103
+7% +$16.8K 0.06% 235
2020
Q4 		$213K Buy
+1,431
New +$209K 0.05% 263
2020
Q3 		– Sell
-1,402
Closed -$207K – 345
2020
Q2 		$210K Buy
+1,402
New +$198K 0.05% 246
2020
Q1 		– Sell
-1,152
Closed -$203K – 255
2019
Q4 		$203K Buy
+1,152
New +$207K 0.05% 242
2019
Q2 		– Sell
-1,226
Closed -$207K – 263
2019
Q1 		$207K Sell
1,226
-186
-13% -$31.3K 0.07% 235
2018
Q4 		$222K Sell
1,412
-28
-2% -$5.02K 0.09% 184
2018
Q3 		$295K Buy
1,440
+61
+4% +$11.9K 0.11% 168
2018
Q2 		$257K Buy
+1,379
New +$282K 0.1% 180

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Cypress Wealth Services's GD Position: Q2 2026 in Review

Cypress Wealth Services reduced its General Dynamics (GD) stake by 10% in Q2 2026, selling an estimated $29.5K and leaving 743 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #365.

Cypress Wealth Services first reported a position in GD in Q2 2018 and has held it in 19 quarters since. The position peaked at $335K in Q3 2025. 528 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Cypress Wealth Services held 743 shares of General Dynamics worth $263K as of Q2 2026.
  • Cypress Wealth Services sold 86 General Dynamics shares in Q2 2026, an estimated $29.5K.
  • General Dynamics made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #365 holding.
  • Cypress Wealth Services first reported a position in General Dynamics in Q2 2018 and has held it in 19 quarters since.
  • Cypress Wealth Services's General Dynamics position peaked at $335K in Q3 2025.
  • 528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.