FWP
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Family Wealth Partners’s General Dynamics GD Stock Holding History

Family 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 		– Sell
-637
Closed -$219K – 116
2026
Q1 		$219K Buy
637
+36
+6% +$12.8K 0.07% 98
2025
Q4 		$202K Hold
601
– – 0.07% 90
2025
Q3 		$205K Buy
+601
New +$189K 0.08% 78

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

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

Family Wealth Partners sold out of General Dynamics (GD) in Q2 2026, closing a stake of 637 shares — an estimated $219K sold.

Family Wealth Partners first reported a position in GD in Q3 2025 and held it in 3 quarters. The position peaked at $219K in Q1 2026. 764 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Family Wealth Partners reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Family Wealth Partners sold 637 General Dynamics shares in Q2 2026, an estimated $219K.
  • Family Wealth Partners first reported a position in General Dynamics in Q3 2025 and held it in 3 quarters.
  • Family Wealth Partners's General Dynamics position peaked at $219K in Q1 2026.
  • 764 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.