LexAurum Advisors’s General Dynamics GD Stock Holding History

LexAurum 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	$306K	Sell	863 -4	-0.5%	-$1.37K	0.04%	335
2026 Q1	$297K	Buy	+867	New	+$308K	0.04%	323
2025 Q3	$241K	Sell	706 -11	-2%	-$3.47K	0.03%	332
2025 Q2	$209K	Buy	+717	New	+$197K	0.03%	340
2021 Q1	–	Sell	-4,906	Closed	-$730K	–	242
2020 Q4	$730K	Buy	4,906 +1,328	+37%	+$194K	0.26%	93
2020 Q3	$495K	Buy	3,578 +847	+31%	+$125K	0.2%	104
2020 Q2	$408K	Buy	2,731 +559	+26%	+$78.9K	0.22%	98
2020 Q1	$287K	Buy	+2,172	New	+$361K	0.2%	115

Other funds holding GD

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return