HHM Wealth Advisors’s General Dynamics GD Stock Holding History

HHM 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	$282K	Buy	797 +9	+1%	+$3.08K	0.03%	176
2026 Q1	$270K	Buy	788 +38	+5%	+$13.5K	0.03%	165
2025 Q4	$252K	Hold	750	–	–	0.03%	169
2025 Q3	$256K	Hold	750	–	–	0.03%	175
2025 Q2	$219K	Hold	750	–	–	0.03%	188
2025 Q1	$204K	Hold	750	–	–	0.03%	181
2024 Q4	$198K	Sell	750 -10	-1%	-$2.88K	0.03%	187
2024 Q3	$230K	Buy	760 +50	+7%	+$14.7K	0.03%	155
2024 Q2	$206K	Buy	710 +700	+7,000%	+$205K	0.03%	166
2024 Q1	$2.83K	Hold	10	–	–	﹤0.01%	672
2023 Q4	$2.6K	Hold	10	–	–	﹤0.01%	678
2023 Q3	$2.21K	Buy	+10	New	+$2.21K	﹤0.01%	711
2023 Q2	–	Sell	-8	Closed	-$1.83K	–	824
2023 Q1	$1.83K	Hold	8	–	–	﹤0.01%	730
2022 Q4	$1.99K	Buy	+8	New	+$1.95K	﹤0.01%	611
2022 Q3	–	Sell	-118	Closed	-$26.7K	–	717
2022 Q2	$26K	Hold	118	–	–	0.01%	385
2022 Q1	$28K	Hold	118	–	–	0.01%	391
2021 Q4	$25K	Hold	118	–	–	0.01%	397
2021 Q3	$23K	Hold	118	–	–	0.01%	390
2021 Q2	$22K	Hold	118	–	–	0.01%	388
2021 Q1	$21K	Hold	118	–	–	0.01%	375
2020 Q4	$18K	Hold	118	–	–	0.01%	358
2020 Q3	$16K	Hold	118	–	–	0.01%	338
2020 Q2	$18K	Hold	118	–	–	0.01%	314
2020 Q1	$16K	Buy	+118	New	+$19.6K	0.01%	317

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

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

HHM Wealth Advisors increased its General Dynamics (GD) stake by 1.1% in Q2 2026, buying an estimated $3.08K and bringing the position to 797 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #176.

HHM Wealth Advisors first reported a position in GD in Q1 2020 and has held it in 24 quarters since. 709 funds tracked by Wall St. Rank hold GD as of Q2 2026.

HHM Wealth Advisors held 797 shares of General Dynamics worth $282K as of Q2 2026.
HHM Wealth Advisors bought 9 General Dynamics shares in Q2 2026, an estimated $3.08K.
General Dynamics made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #176 holding.
HHM Wealth Advisors first reported a position in General Dynamics in Q1 2020 and has held it in 24 quarters since.
709 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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