FWM
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Forza Wealth Management’s General Dynamics GD Stock Holding History

Forza 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 		$1.44M Sell
4,061
-5
-0.1% -$1.71K 0.44% 57
2026
Q1 		$1.4M Buy
4,066
+75
+2% +$26.6K 0.49% 51
2025
Q4 		$1.34M Buy
3,991
+108
+3% +$36.8K 0.49% 46
2025
Q3 		$1.32M Buy
3,883
+42
+1% +$13.2K 0.51% 44
2025
Q2 		$1.12M Buy
3,841
+207
+6% +$57K 0.46% 50
2025
Q1 		$991K Buy
3,634
+40
+1% +$10.4K 0.45% 55
2024
Q4 		$947K Buy
3,594
+95
+3% +$27.4K 0.43% 60
2024
Q3 		$1.06M Buy
3,499
+235
+7% +$69.1K 0.48% 57
2024
Q2 		$947K Hold
3,264
– – 0.49% 56
2024
Q1 		$922K Hold
3,264
– – 0.48% 59
2023
Q4 		$848K Buy
3,264
+625
+24% +$152K 0.47% 59
2023
Q3 		$583K Buy
2,639
+240
+10% +$53.1K 0.3% 102
2023
Q2 		$516K Sell
2,399
-86
-3% -$18.6K 0.26% 112
2023
Q1 		$567K Hold
2,485
– – 0.29% 103
2022
Q4 		$617K Buy
+2,485
New +$606K 0.41% 67

Other funds holding GD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Forza Wealth Management reduced its General Dynamics (GD) stake by 0.12% in Q2 2026, selling an estimated $1.71K and leaving 4,061 shares worth $1.44M. The position accounts for 0.44% of the portfolio, ranked #57.

Forza Wealth Management first reported a position in GD in Q4 2022 and has held it in 15 quarters since. 470 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Forza Wealth Management held 4,061 shares of General Dynamics worth $1.44M as of Q2 2026.
  • Forza Wealth Management sold 5 General Dynamics shares in Q2 2026, an estimated $1.71K.
  • General Dynamics made up 0.44% of Forza Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Forza Wealth Management first reported a position in General Dynamics in Q4 2022 and has held it in 15 quarters since.
  • 470 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.