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Grant Private Wealth Management’s General Dynamics GD Stock Holding History

Grant Private 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 		$204K Sell
577
-60
-9% -$20.6K 0.09% 160
2026
Q1 		$219K Buy
+637
New +$226K 0.12% 143
2025
Q4 		– Sell
-593
Closed -$202K – 141
2025
Q3 		$202K Buy
+593
New +$187K 0.12% 138

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Grant Private Wealth Management's GD Position: Q2 2026 in Review

Grant Private Wealth Management reduced its General Dynamics (GD) stake by 9.4% in Q2 2026, selling an estimated $20.6K and leaving 577 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #160.

Grant Private Wealth Management first reported a position in GD in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q1 2026. 549 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Grant Private Wealth Management held 577 shares of General Dynamics worth $204K as of Q2 2026.
  • Grant Private Wealth Management sold 60 General Dynamics shares in Q2 2026, an estimated $20.6K.
  • General Dynamics made up 0.09% of Grant Private Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Grant Private Wealth Management first reported a position in General Dynamics in Q3 2025 and has held it in 3 quarters since.
  • Grant Private Wealth Management's General Dynamics position peaked at $219K in Q1 2026.
  • 549 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.