EWM
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Edge Wealth Management’s General Dynamics GD Stock Holding History

Edge Wealth Management’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 		$17.7M Buy
50,085
+121
+0.2% +$41.4K 2.99% 12
2026
Q1 		$17.1M Buy
49,964
+22
+0% +$7.8K 2.93% 14
2025
Q4 		$16.8M Sell
49,942
-774
-2% -$264K 2.97% 11
2025
Q3 		$17.3M Buy
50,716
+37
+0.1% +$11.7K 3.06% 11
2025
Q2 		$14.8M Sell
50,679
-95
-0.2% -$26.1K 2.85% 13
2025
Q1 		$13.8M Buy
50,774
+181
+0.4% +$47K 2.81% 13
2024
Q4 		$13.3M Sell
50,593
-1,253
-2% -$361K 2.7% 13
2024
Q3 		$15.7M Sell
51,846
-109
-0.2% -$32K 3.15% 12
2024
Q2 		$15.1M Sell
51,955
-1,254
-2% -$367K 3.17% 11
2024
Q1 		$15M Sell
53,209
-412
-0.8% -$110K 3.16% 11
2023
Q4 		$13.9M Sell
53,621
-606
-1% -$148K 3.05% 12
2023
Q3 		$12M Sell
54,227
-476
-0.9% -$105K 2.8% 14
2023
Q2 		$11.8M Buy
54,703
+2,103
+4% +$454K 2.57% 15
2023
Q1 		$12M Sell
52,600
-2,000
-4% -$462K 2.75% 13
2022
Q4 		$13.4M Sell
54,600
-6,511
-11% -$1.59M 3.12% 10
2022
Q3 		$13.1M Buy
61,111
+993
+2% +$224K 2.9% 10
2022
Q2 		$13.3M Sell
60,118
-484
-0.8% -$111K 2.88% 12
2022
Q1 		$14.6M Buy
60,602
+1,804
+3% +$401K 2.88% 11
2021
Q4 		$12.3M Buy
58,798
+1,078
+2% +$218K 2.24% 19
2021
Q3 		$11.3M Buy
57,720
+2,121
+4% +$415K 2.21% 19
2021
Q2 		$10.5M Buy
55,599
+366
+0.7% +$69K 2.13% 19
2021
Q1 		$10M Buy
55,233
+159
+0.3% +$26K 2.13% 18
2020
Q4 		$8.13M Sell
55,074
-4,812
-8% -$703K 1.85% 22
2020
Q3 		$8.29M Sell
59,886
-2,188
-4% -$323K 1.91% 19
2020
Q2 		$9.28M Sell
62,074
-916
-1% -$129K 1.76% 17
2020
Q1 		$8.34M Buy
62,990
+990
+2% +$164K 1.81% 17
2019
Q4 		$10.9M Buy
62,000
+4,900
+9% +$880K 2.18% 16
2019
Q3 		$10.4M Sell
57,100
-1,743
-3% -$324K 2.4% 14
2019
Q2 		$10.7M Buy
58,843
+4,469
+8% +$769K 2.37% 17
2019
Q1 		$9.19M Sell
54,374
-4,660
-8% -$785K 2.26% 15
2018
Q4 		$9.28M Buy
59,034
+24,909
+73% +$4.46M 2.62% 16
2018
Q3 		$6.99M Sell
34,125
-1
-0% -$196 1.68% 22
2018
Q2 		$6.36M Sell
34,126
-1,822
-5% -$373K 1.62% 22
2018
Q1 		$7.94M Sell
35,948
-3,361
-9% -$731K 2.11% 18
2017
Q4 		$8.02M Sell
39,309
-1,904
-5% -$389K 2.27% 16
2017
Q3 		$8.46M Sell
41,213
-3,088
-7% -$619K 2.56% 17
2017
Q2 		$8.85M Sell
44,301
-923
-2% -$181K 2.79% 15
2017
Q1 		$8.47M Sell
45,224
-1,591
-3% -$294K 2.94% 13
2016
Q4 		$8.07M Sell
46,815
-9,328
-17% -$1.53M 3.06% 9
2016
Q3 		$8.69M Sell
56,143
-6,884
-11% -$1.03M 3.7% 5
2016
Q2 		$8.78M Buy
63,027
+25,306
+67% +$3.53M 3.65% 6
2016
Q1 		$4.96M Buy
37,721
+4,304
+13% +$570K 2.25% 16
2015
Q4 		$4.61M Sell
33,417
-2,674
-7% -$382K 1.74% 21
2015
Q3 		$4.93M Sell
36,091
-119
-0.3% -$17.2K 1.86% 20
2015
Q2 		$5.14M Sell
36,210
-914
-2% -$127K 1.76% 22
2015
Q1 		$5.07M Sell
37,124
-30,713
-45% -$4.21M 1.7% 22
2014
Q4 		$9.38M Sell
67,837
-2,104
-3% -$286K 3.44% 9
2014
Q3 		$8.89M Sell
69,941
-2,749
-4% -$334K 3.43% 11
2014
Q2 		$8.47M Sell
72,690
-1,012
-1% -$115K 3.52% 11
2014
Q1 		$8.03M Sell
73,702
-4,294
-6% -$445K 3.36% 11
2013
Q4 		$7.45M Sell
77,996
-2,266
-3% -$202K 3.44% 10
2013
Q3 		$7.03M Sell
80,262
-1,504
-2% -$128K 4.29% 6
2013
Q2 		$6.45M Buy
+81,766
New +$6.08M 4.31% 7

Other funds holding GD

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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B 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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Edge Wealth Management's GD Position: Q2 2026 in Review

Edge Wealth Management increased its General Dynamics (GD) stake by 0.24% in Q2 2026, buying an estimated $41.4K and bringing the position to 50,085 shares worth $17.7M. The position accounts for 2.99% of the portfolio, ranked #12.

Edge Wealth Management first reported a position in GD in Q2 2013 and has held it in 53 quarters since. 379 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Edge Wealth Management held 50,085 shares of General Dynamics worth $17.7M as of Q2 2026.
  • Edge Wealth Management bought 121 General Dynamics shares in Q2 2026, an estimated $41.4K.
  • General Dynamics made up 2.99% of Edge Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Edge Wealth Management first reported a position in General Dynamics in Q2 2013 and has held it in 53 quarters since.
  • 379 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.