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Legacy Wealth Asset Management’s General Dynamics GD Stock Holding History

Legacy Wealth Asset Management’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 		$718K Sell
2,165
-5
-0.2% -$1.86K 0.16% 188
2026
Q2 		$769K Sell
2,170
-9
-0.4% -$3.08K 0.17% 180
2026
Q1 		$748K Buy
2,179
+5
+0.2% +$1.77K 0.18% 186
2025
Q4 		$732K Buy
2,174
+9
+0.4% +$3.07K 0.18% 177
2025
Q3 		$738K Buy
2,165
+20
+0.9% +$6.3K 0.18% 180
2025
Q2 		$626K Buy
2,145
+13
+0.6% +$3.58K 0.16% 204
2025
Q1 		$581K Buy
2,132
+1
+0% +$260 0.16% 211
2024
Q4 		$561K Sell
2,131
-7
-0.3% -$2.02K 0.15% 220
2024
Q3 		$646K Buy
2,138
+2
+0.1% +$588 0.17% 192
2024
Q2 		$620K Buy
2,136
+13
+0.6% +$3.81K 0.17% 185
2024
Q1 		$600K Buy
2,123
+15
+0.7% +$4.01K 0.17% 192
2023
Q4 		$547K Sell
2,108
-6
-0.3% -$1.46K 0.18% 200
2023
Q3 		$467K Buy
2,114
+26
+1% +$5.75K 0.17% 211
2023
Q2 		$449K Buy
2,088
+20
+1% +$4.32K 0.16% 222
2023
Q1 		$472K Buy
2,068
+4
+0.2% +$924 0.17% 203
2022
Q4 		$512K Sell
2,064
-12
-0.6% -$2.93K 0.2% 173
2022
Q3 		$440K Buy
2,076
+620
+43% +$140K 0.19% 182
2022
Q2 		$322K Sell
1,456
-33
-2% -$7.59K 0.13% 222
2022
Q1 		$359K Sell
1,489
-420
-22% -$93.3K 0.13% 226
2021
Q4 		$398K Buy
1,909
+76
+4% +$15.3K 0.13% 228
2021
Q3 		$359K Sell
1,833
-722
-28% -$141K 0.16% 218
2021
Q2 		$481K Sell
2,555
-161
-6% -$30.4K 0.21% 176
2021
Q1 		$493K Buy
2,716
+64
+2% +$10.5K 0.23% 173
2020
Q4 		$395K Buy
+2,652
New +$388K 0.2% 193

Other funds holding GD

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Legacy Wealth Asset Management's GD Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its General Dynamics (GD) stake by 0.23% in Q3 2026, selling an estimated $1.86K and leaving 2,165 shares worth $718K. The position accounts for 0.16% of the portfolio, ranked #188.

Legacy Wealth Asset Management first reported a position in GD in Q4 2020 and has held it in 24 quarters since. The position peaked at $769K in Q2 2026. 145 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Legacy Wealth Asset Management held 2,165 shares of General Dynamics worth $718K as of Q3 2026.
  • Legacy Wealth Asset Management sold 5 General Dynamics shares in Q3 2026, an estimated $1.86K.
  • General Dynamics made up 0.16% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #188 holding.
  • Legacy Wealth Asset Management first reported a position in General Dynamics in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's General Dynamics position peaked at $769K in Q2 2026.
  • 145 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.