Forza Wealth Management
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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
Q3 		$1.48M Buy
4,465
+404
+10% +$150K 0.43% 58
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Forza Wealth Management's GD Position: Q3 2026 in Review

Forza Wealth Management increased its General Dynamics (GD) stake by 9.9% in Q3 2026, buying an estimated $150K and bringing the position to 4,465 shares worth $1.48M. The position accounts for 0.43% of the portfolio, ranked #58.

Forza Wealth Management first reported a position in GD in Q4 2022 and has held it in 16 quarters since. 468 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Forza Wealth Management held 4,465 shares of General Dynamics worth $1.48M as of Q3 2026.
  • Forza Wealth Management bought 404 General Dynamics shares in Q3 2026, an estimated $150K.
  • General Dynamics made up 0.43% of Forza Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Forza Wealth Management first reported a position in General Dynamics in Q4 2022 and has held it in 16 quarters since.
  • 468 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.