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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
2020
Q4 		– Sell
-1,629
Closed -$225K – 363
2020
Q3 		$225K Buy
+1,629
New +$241K 0.06% 235

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HPC
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RMA
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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. 549 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.
  • 549 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.