Heartwood Wealth Advisors’s General Dynamics GD Stock Holding History

Heartwood 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	$317K	Hold	896	–	–	0.02%	186
2026 Q1	$308K	Hold	896	–	–	0.03%	173
2025 Q4	$302K	Hold	896	–	–	0.03%	160
2025 Q3	$306K	Hold	896	–	–	0.03%	158
2025 Q2	$261K	Hold	896	–	–	0.03%	161
2025 Q1	$244K	Sell	896 -13	-1%	-$3.38K	0.03%	160
2024 Q4	$240K	Buy	909 +13	+1%	+$3.74K	0.03%	152
2024 Q3	$271K	Hold	896	–	–	0.03%	142
2024 Q2	$260K	Hold	896	–	–	0.03%	143
2024 Q1	$253K	Hold	896	–	–	0.03%	134
2023 Q4	$233K	Buy	+896	New	+$219K	0.03%	125

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

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Heartwood Wealth Advisors held its General Dynamics (GD) position steady in Q2 2026 at 896 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #186.

Heartwood Wealth Advisors first reported a position in GD in Q4 2023 and has held it in 11 quarters since. 757 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Heartwood Wealth Advisors held 896 shares of General Dynamics worth $317K as of Q2 2026.
Heartwood Wealth Advisors left its General Dynamics share count unchanged in Q2 2026.
General Dynamics made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #186 holding.
Heartwood Wealth Advisors first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
757 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.