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High Note Wealth’s General Dynamics GD Stock Holding History

High Note Wealth’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 		$3.07M Buy
8,680
+189
+2% +$64.7K 0.52% 42
2026
Q1 		$2.91M Buy
8,491
+201
+2% +$71.3K 0.57% 41
2025
Q4 		$2.79M Buy
8,290
+384
+5% +$131K 0.55% 43
2025
Q3 		$2.7M Buy
7,906
+82
+1% +$25.8K 0.54% 44
2025
Q2 		$2.28M Sell
7,824
-75
-0.9% -$20.6K 0.52% 42
2025
Q1 		$2.15M Sell
7,899
-394
-5% -$102K 0.53% 38
2024
Q4 		$2.19M Buy
8,293
+371
+5% +$107K 0.57% 39
2024
Q3 		$2.39M Buy
7,922
+212
+3% +$62.3K 0.68% 36
2024
Q2 		$2.24M Buy
7,710
+2,243
+41% +$657K 0.68% 35
2024
Q1 		$1.54M Buy
5,467
+576
+12% +$154K 0.5% 41
2023
Q4 		$1.27M Buy
4,891
+250
+5% +$61K 0.48% 43
2023
Q3 		$1.03M Buy
4,641
+724
+18% +$160K 0.42% 44
2023
Q2 		$843K Sell
3,917
-79
-2% -$17K 0.34% 51
2023
Q1 		$912K Buy
3,996
+372
+10% +$86K 0.38% 48
2022
Q4 		$899K Buy
3,624
+283
+8% +$69K 0.38% 53
2022
Q3 		$829K Buy
3,341
+330
+11% +$74.6K 0.33% 57
2022
Q2 		$666K Buy
3,011
+582
+24% +$134K 0.26% 64
2022
Q1 		$585K Buy
+2,429
New +$539K 0.21% 65

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

High Note Wealth's GD Position: Q2 2026 in Review

High Note Wealth increased its General Dynamics (GD) stake by 2.2% in Q2 2026, buying an estimated $64.7K and bringing the position to 8,680 shares worth $3.07M. The position accounts for 0.52% of the portfolio, ranked #42.

High Note Wealth first reported a position in GD in Q1 2022 and has held it in 18 quarters since. 737 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • High Note Wealth held 8,680 shares of General Dynamics worth $3.07M as of Q2 2026.
  • High Note Wealth bought 189 General Dynamics shares in Q2 2026, an estimated $64.7K.
  • General Dynamics made up 0.52% of High Note Wealth's portfolio in Q2 2026, its #42 holding.
  • High Note Wealth first reported a position in General Dynamics in Q1 2022 and has held it in 18 quarters since.
  • 737 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.