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Elevation Wealth Partners’s General Dynamics GD Stock Holding History

Elevation Wealth Partners’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 		$51.7K Buy
146
+106
+265% +$36.3K 0.02% 294
2026
Q1 		$13.7K Buy
40
+10
+33% +$3.55K ﹤0.01% 453
2025
Q4 		$10.1K Hold
30
– – ﹤0.01% 481
2025
Q3 		$10.2K Buy
+30
New +$9.46K ﹤0.01% 388

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Elevation Wealth Partners's GD Position: Q2 2026 in Review

Elevation Wealth Partners increased its General Dynamics (GD) stake by 265% in Q2 2026, buying an estimated $36.3K and bringing the position to 146 shares worth $51.7K. The position accounts for 0.02% of the portfolio, ranked #294.

Elevation Wealth Partners first reported a position in GD in Q3 2025 and has held it in 4 quarters since. 751 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Elevation Wealth Partners held 146 shares of General Dynamics worth $51.7K as of Q2 2026.
  • Elevation Wealth Partners bought 106 General Dynamics shares in Q2 2026, an estimated $36.3K.
  • General Dynamics made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #294 holding.
  • Elevation Wealth Partners first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • 751 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.