Gratus Wealth Advisors’s General Dynamics GD Stock Holding History

Gratus Wealth Advisors’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	$303K	Sell	854 -18	-2%	-$6.17K	0.04%	115
2026 Q1	$299K	Buy	872 +18	+2%	+$6.38K	0.04%	116
2025 Q4	$288K	Hold	854	–	–	0.04%	116
2025 Q3	$291K	Hold	854	–	–	0.04%	115
2025 Q2	$249K	Sell	854 -20	-2%	-$5.5K	0.04%	119
2025 Q1	$238K	Sell	874 -557	-39%	-$145K	0.04%	119
2024 Q4	$377K	Sell	1,431 -86	-6%	-$24.8K	0.06%	99
2024 Q3	$451K	Sell	1,517 -571	-27%	-$168K	0.07%	95
2024 Q2	$602K	Hold	2,088	–	–	0.1%	84
2024 Q1	$596K	Hold	2,088	–	–	0.11%	83
2023 Q4	$542K	Buy	+2,088	New	+$509K	0.11%	82

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Gratus Wealth Advisors's GD Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its General Dynamics (GD) stake by 2.1% in Q2 2026, selling an estimated $6.17K and leaving 854 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #115.

Gratus Wealth Advisors first reported a position in GD in Q4 2023 and has held it in 11 quarters since. The position peaked at $602K in Q2 2024. 704 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Gratus Wealth Advisors held 854 shares of General Dynamics worth $303K as of Q2 2026.
Gratus Wealth Advisors sold 18 General Dynamics shares in Q2 2026, an estimated $6.17K.
General Dynamics made up 0.04% of Gratus Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Gratus Wealth Advisors first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's General Dynamics position peaked at $602K in Q2 2024.
704 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.