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Genesis Private Wealth’s General Dynamics GD Stock Holding History

Genesis 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 		– Sell
-660
Closed -$227K – 196
2026
Q1 		$227K Sell
660
-182
-22% -$64.6K 0.07% 168
2025
Q4 		$283K Buy
842
+126
+18% +$43K 0.09% 131
2025
Q3 		$244K Sell
716
-14
-2% -$4.41K 0.1% 126
2025
Q2 		$213K Buy
+730
New +$201K 0.1% 142

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

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

Genesis Private Wealth sold out of General Dynamics (GD) in Q2 2026, closing a stake of 660 shares — an estimated $227K sold.

Genesis Private Wealth first reported a position in GD in Q2 2025 and held it in 4 quarters. The position peaked at $283K in Q4 2025. 754 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Genesis Private Wealth reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 660 General Dynamics shares in Q2 2026, an estimated $227K.
  • Genesis Private Wealth first reported a position in General Dynamics in Q2 2025 and held it in 4 quarters.
  • Genesis Private Wealth's General Dynamics position peaked at $283K in Q4 2025.
  • 754 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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