Cypress Wealth Services’s General Dynamics GD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
– Sell
-1,629
Closed -$225K – 363
2020
Q3
$225K Buy
+1,629
New +$241K 0.06% 235

Other funds holding GD

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. 992 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.
  • 992 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.