GWM
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Gilpin Wealth Management’s General Dynamics GD Stock Holding History

Gilpin 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 		$10.6K Buy
32
+16
+100% +$5.94K 0.01% 338
2026
Q2 		$5.67K Hold
16
– – ﹤0.01% 358
2026
Q1 		$5.49K Hold
16
– – ﹤0.01% 346
2025
Q4 		$5.39K Buy
+16
New +$5.46K ﹤0.01% 334

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

Gilpin Wealth Management increased its General Dynamics (GD) stake by 100% in Q3 2026, buying an estimated $5.94K and bringing the position to 32 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #338.

Gilpin Wealth Management first reported a position in GD in Q4 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Gilpin Wealth Management held 32 shares of General Dynamics worth $10.6K as of Q3 2026.
  • Gilpin Wealth Management bought 16 General Dynamics shares in Q3 2026, an estimated $5.94K.
  • General Dynamics made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #338 holding.
  • Gilpin Wealth Management first reported a position in General Dynamics in Q4 2025 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.