Flywheel Private Wealth’s General Dynamics GD Stock Holding History

Flywheel Private Wealth’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	$344K	Sell	972 -35	-3%	-$12K	0.17%	63
2026 Q1	$346K	Hold	1,007	–	–	0.2%	64
2025 Q4	$339K	Hold	1,007	–	–	0.21%	51
2025 Q3	$343K	Hold	1,007	–	–	0.27%	51
2025 Q2	$294K	Hold	1,007	–	–	0.24%	58
2025 Q1	$274K	Hold	1,007	–	–	0.25%	68
2024 Q4	$265K	Buy	+1,007	New	+$290K	0.24%	68

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Flywheel Private Wealth's GD Position: Q2 2026 in Review

Flywheel Private Wealth reduced its General Dynamics (GD) stake by 3.5% in Q2 2026, selling an estimated $12K and leaving 972 shares worth $344K. The position accounts for 0.17% of the portfolio, ranked #63.

Flywheel Private Wealth first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q1 2026. 715 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Flywheel Private Wealth held 972 shares of General Dynamics worth $344K as of Q2 2026.
Flywheel Private Wealth sold 35 General Dynamics shares in Q2 2026, an estimated $12K.
General Dynamics made up 0.17% of Flywheel Private Wealth's portfolio in Q2 2026, its #63 holding.
Flywheel Private Wealth first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's General Dynamics position peaked at $346K in Q1 2026.
715 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.