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Independent Wealth Network’s General Dynamics GD Stock Holding History

Independent Wealth Network’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 		– Sell
-583
Closed -$200K – 349
2026
Q1 		$200K Sell
583
-48
-8% -$17K 0.06% 283
2025
Q4 		$212K Buy
631
+23
+4% +$7.84K 0.06% 259
2025
Q3 		$207K Buy
+608
New +$192K 0.07% 258
2024
Q4 		– Sell
-784
Closed -$237K – 241
2024
Q3 		$237K Sell
784
-32
-4% -$9.4K 0.1% 192
2024
Q2 		$237K Buy
816
+33
+4% +$9.67K 0.11% 189
2024
Q1 		$221K Buy
+783
New +$209K 0.1% 194

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
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Independent Wealth Network's GD Position: Q2 2026 in Review

Independent Wealth Network sold out of General Dynamics (GD) in Q2 2026, closing a stake of 583 shares — an estimated $200K sold.

Independent Wealth Network first reported a position in GD in Q1 2024 and held it in 6 quarters. The position peaked at $237K in Q3 2024. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Independent Wealth Network reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Independent Wealth Network sold 583 General Dynamics shares in Q2 2026, an estimated $200K.
  • Independent Wealth Network first reported a position in General Dynamics in Q1 2024 and held it in 6 quarters.
  • Independent Wealth Network's General Dynamics position peaked at $237K in Q3 2024.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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