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 Q3	$310K	Buy	935 +39	+4%	+$14.5K	0.02%	181
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

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

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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Heartwood Wealth Advisors's GD Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its General Dynamics (GD) stake by 4.4% in Q3 2026, buying an estimated $14.5K and bringing the position to 935 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #181.

Heartwood Wealth Advisors first reported a position in GD in Q4 2023 and has held it in 12 quarters since. The position peaked at $317K in Q2 2026. 148 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Heartwood Wealth Advisors held 935 shares of General Dynamics worth $310K as of Q3 2026.
Heartwood Wealth Advisors bought 39 General Dynamics shares in Q3 2026, an estimated $14.5K.
General Dynamics made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #181 holding.
Heartwood Wealth Advisors first reported a position in General Dynamics in Q4 2023 and has held it in 12 quarters since.
Heartwood Wealth Advisors's General Dynamics position peaked at $317K in Q2 2026.
148 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.