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JFS Wealth Advisors’s General Dynamics GD Stock Holding History

JFS 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 		$412K Buy
1,162
+1
+0.1% +$343 0.02% 252
2026
Q1 		$398K Sell
1,161
-23
-2% -$8.16K 0.02% 250
2025
Q4 		$398K Buy
1,184
+35
+3% +$11.9K 0.02% 246
2025
Q3 		$392K Hold
1,149
– – 0.02% 249
2025
Q2 		$335K Buy
1,149
+1
+0.1% +$275 0.02% 247
2025
Q1 		$313K Sell
1,148
-71
-6% -$18.5K 0.02% 252
2024
Q4 		$321K Hold
1,219
– – 0.02% 243
2024
Q3 		$368K Buy
1,219
+3
+0.2% +$882 0.02% 225
2024
Q2 		$353K Sell
1,216
-35
-3% -$10.3K 0.03% 179
2024
Q1 		$353K Sell
1,251
-35
-3% -$9.36K 0.03% 186
2023
Q4 		$334K Buy
1,286
+13
+1% +$3.17K 0.03% 175
2023
Q3 		$281K Sell
1,273
-30
-2% -$6.64K 0.03% 185
2023
Q2 		$280K Sell
1,303
-135
-9% -$29.1K 0.03% 185
2023
Q1 		$328K Sell
1,438
-73
-5% -$16.9K 0.03% 169
2022
Q4 		$375K Sell
1,511
-10
-0.7% -$2.44K 0.04% 165
2022
Q3 		$323K Sell
1,521
-102
-6% -$23K 0.04% 175
2022
Q2 		$359K Sell
1,623
-88
-5% -$20.3K 0.04% 160
2022
Q1 		$413K Buy
1,711
+40
+2% +$8.88K 0.04% 174
2021
Q4 		$348K Buy
1,671
+23
+1% +$4.64K 0.03% 182
2021
Q3 		$323K Buy
1,648
+250
+18% +$48.9K 0.03% 178
2021
Q2 		$263K Sell
1,398
-13
-0.9% -$2.45K 0.04% 149
2021
Q1 		$256K Sell
1,411
-84
-6% -$13.7K 0.05% 132
2020
Q4 		$222K Buy
1,495
+146
+11% +$21.3K 0.05% 136
2020
Q3 		$187K Hold
1,349
– – 0.04% 142
2020
Q2 		$202K Sell
1,349
-754
-36% -$106K 0.05% 136
2020
Q1 		$278K Hold
2,103
– – 0.08% 104
2019
Q4 		$371K Hold
2,103
– – 0.09% 105
2019
Q3 		$384K Sell
2,103
-216
-9% -$40.1K 0.1% 106
2019
Q2 		$422K Hold
2,319
– – 0.11% 100
2019
Q1 		$393K Hold
2,319
– – 0.1% 102
2018
Q4 		$365K Hold
2,319
– – 0.1% 102
2018
Q3 		$475K Hold
2,319
– – 0.12% 94
2018
Q2 		$432K Buy
2,319
+69
+3% +$14.1K 0.11% 97
2018
Q1 		$497K Hold
2,250
– – 0.13% 87
2017
Q4 		$458K Hold
2,250
– – 0.11% 93
2017
Q3 		$463K Hold
2,250
– – 0.12% 86
2017
Q2 		$446K Hold
2,250
– – 0.12% 80
2017
Q1 		$388K Hold
2,250
– – 0.11% 96
2016
Q4 		$388K Hold
2,250
– – 0.11% 96
2016
Q3 		$349K Hold
2,250
– – 0.1% 97
2016
Q2 		$313K Sell
2,250
-16
-0.7% -$2.23K 0.09% 124
2016
Q1 		$298K Buy
2,266
+16
+0.7% +$2.12K 0.09% 105
2015
Q4 		$309K Hold
2,250
– – 0.09% 107
2015
Q3 		$310K Sell
2,250
-345
-13% -$49.9K 0.14% 81
2015
Q2 		$368K Hold
2,595
– – 0.19% 62
2015
Q1 		$352K Sell
2,595
-5
-0.2% -$686 0.17% 66
2014
Q4 		$358K Hold
2,600
– – 0.06% 62
2014
Q3 		$330K Hold
2,600
– – 0.06% 55
2014
Q2 		$303K Buy
2,600
+139
+6% +$15.8K 0.06% 60
2014
Q1 		$268K Hold
2,461
– – 0.15% 93
2013
Q4 		$235K Sell
2,461
-466
-16% -$41.6K 0.1% 113
2013
Q3 		$256K Hold
2,927
– – 0.12% 101
2013
Q2 		$229K Buy
+2,927
New +$218K 0.12% 101

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

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

JFS Wealth Advisors increased its General Dynamics (GD) stake by 0.09% in Q2 2026, buying an estimated $343 and bringing the position to 1,162 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #252.

JFS Wealth Advisors first reported a position in GD in Q2 2013 and has held it in 53 quarters since. The position peaked at $497K in Q1 2018. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • JFS Wealth Advisors held 1,162 shares of General Dynamics worth $412K as of Q2 2026.
  • JFS Wealth Advisors bought 1 General Dynamics share in Q2 2026, an estimated $343.
  • General Dynamics made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #252 holding.
  • JFS Wealth Advisors first reported a position in General Dynamics in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's General Dynamics position peaked at $497K in Q1 2018.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.