Klingman & Associates
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Klingman & Associates’s General Dynamics GD Stock Holding History

Klingman & Associates’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
Q3 		$567K Buy
1,709
+723
+73% +$268K 0.02% 204
2026
Q2 		$349K Buy
986
+37
+4% +$12.7K 0.01% 245
2026
Q1 		$326K Buy
949
+30
+3% +$10.6K 0.02% 248
2025
Q4 		$309K Buy
919
+24
+3% +$8.18K 0.01% 251
2025
Q3 		$305K Buy
895
+43
+5% +$13.6K 0.02% 252
2025
Q2 		$248K Buy
+852
New +$234K 0.01% 272
2024
Q4 		– Sell
-683
Closed -$206K – 264
2024
Q3 		$206K Buy
+683
New +$201K 0.01% 254

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Klingman & Associates's GD Position: Q3 2026 in Review

Klingman & Associates increased its General Dynamics (GD) stake by 73% in Q3 2026, buying an estimated $268K and bringing the position to 1,709 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #204.

Klingman & Associates first reported a position in GD in Q3 2024 and has held it in 7 quarters since. 632 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Klingman & Associates held 1,709 shares of General Dynamics worth $567K as of Q3 2026.
  • Klingman & Associates bought 723 General Dynamics shares in Q3 2026, an estimated $268K.
  • General Dynamics made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #204 holding.
  • Klingman & Associates first reported a position in General Dynamics in Q3 2024 and has held it in 7 quarters since.
  • 632 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.