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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
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

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

Legacy Wealth Asset Management's GD Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its General Dynamics (GD) stake by 0.41% in Q2 2026, selling an estimated $3.08K and leaving 2,170 shares worth $769K. The position accounts for 0.17% of the portfolio, ranked #180.

Legacy Wealth Asset Management first reported a position in GD in Q4 2020 and has held it in 23 quarters since. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Legacy Wealth Asset Management held 2,170 shares of General Dynamics worth $769K as of Q2 2026.
  • Legacy Wealth Asset Management sold 9 General Dynamics shares in Q2 2026, an estimated $3.08K.
  • General Dynamics made up 0.17% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #180 holding.
  • Legacy Wealth Asset Management first reported a position in General Dynamics in Q4 2020 and has held it in 23 quarters since.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.