Cypress Wealth Services
GD icon

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
Q3 		$205K Sell
620
-123
-17% -$45.7K 0.02% 405
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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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

Cypress Wealth Services's GD Position: Q3 2026 in Review

Cypress Wealth Services reduced its General Dynamics (GD) stake by 17% in Q3 2026, selling an estimated $45.7K and leaving 620 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #405.

Cypress Wealth Services first reported a position in GD in Q2 2018 and has held it in 20 quarters since. The position peaked at $335K in Q3 2025. 995 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Cypress Wealth Services held 620 shares of General Dynamics worth $205K as of Q3 2026.
  • Cypress Wealth Services sold 123 General Dynamics shares in Q3 2026, an estimated $45.7K.
  • General Dynamics made up 0.02% of Cypress Wealth Services's portfolio in Q3 2026, its #405 holding.
  • Cypress Wealth Services first reported a position in General Dynamics in Q2 2018 and has held it in 20 quarters since.
  • Cypress Wealth Services's General Dynamics position peaked at $335K in Q3 2025.
  • 995 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.