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J.W. Cole Advisors’s General Dynamics GD Stock Holding History

J.W. Cole 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 		$4.66M Buy
+13,160
New +$4.51M 0.08% 256
2026
Q1 		– Sell
-13,501
Closed -$2.45M – 1026
2025
Q4 		$2.45M Sell
13,501
-1,008
-7% -$344K 0.06% 320
2025
Q3 		$4.95M Sell
14,509
-474
-3% -$149K 0.09% 216
2025
Q2 		$4.37M Buy
14,983
+9,637
+180% +$2.65M 0.09% 209
2025
Q1 		$1.46M Sell
5,346
-5,071
-49% -$1.32M 0.05% 405
2024
Q4 		$2.74M Sell
10,417
-559
-5% -$161K 0.11% 179
2024
Q3 		$3.32M Buy
10,976
+2,284
+26% +$671K 0.14% 151
2024
Q2 		$2.52M Buy
8,692
+4,273
+97% +$1.25M 0.12% 178
2024
Q1 		$1.27M Buy
4,419
+1
+0% +$267 0.06% 294
2023
Q4 		$1.15M Buy
+4,418
New +$1.08M 0.07% 286
2023
Q3 		– Sell
-936
Closed -$201K – 758
2023
Q2 		$201K Sell
936
-304
-25% -$65.6K 0.01% 707
2023
Q1 		$283K Buy
1,240
+276
+29% +$63.8K 0.02% 620
2022
Q4 		$239K Buy
+964
New +$235K 0.02% 635
2022
Q3 		– Sell
-946
Closed -$209K – 735
2022
Q2 		$209K Sell
946
-162
-15% -$37.3K 0.02% 670
2022
Q1 		$267K Sell
1,108
-34
-3% -$7.55K 0.02% 658
2021
Q4 		$238K Sell
1,142
-173
-13% -$34.9K 0.02% 732
2021
Q3 		$258K Sell
1,315
-932
-41% -$182K 0.02% 387
2021
Q2 		$423K Sell
2,247
-2,212
-50% -$417K 0.03% 478
2021
Q1 		$810K Sell
4,459
-699
-14% -$114K 0.08% 278
2020
Q4 		$768K Buy
5,158
+1,899
+58% +$278K 0.08% 262
2020
Q3 		$451K Buy
+3,259
New +$481K 0.03% 436
2020
Q1 		– Sell
-1,367
Closed -$241K – 247
2019
Q4 		$241K Buy
+1,367
New +$245K 0.03% 478

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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

J.W. Cole Advisors's GD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in General Dynamics (GD) in Q2 2026: 13,160 shares worth $4.66M. The stake represents 0.08% of the portfolio and ranks #256 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in GD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in GD in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.95M in Q3 2025. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • J.W. Cole Advisors held 13,160 shares of General Dynamics worth $4.66M as of Q2 2026.
  • General Dynamics was a new J.W. Cole Advisors position in Q2 2026.
  • General Dynamics made up 0.08% of J.W. Cole Advisors's portfolio in Q2 2026, its #256 holding.
  • J.W. Cole Advisors first reported a position in General Dynamics in Q4 2019 and has held it in 22 quarters since.
  • J.W. Cole Advisors's General Dynamics position peaked at $4.95M in Q3 2025.
  • 701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.