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LifeGoal Wealth Advisors’s General Dynamics GD Stock Holding History

LifeGoal 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 		$256K Sell
723
-128
-15% -$43.8K 0.12% 119
2026
Q1 		$298K Buy
+851
New +$302K 0.17% 80

Other funds holding GD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LifeGoal Wealth Advisors reduced its General Dynamics (GD) stake by 15% in Q2 2026, selling an estimated $43.8K and leaving 723 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #119.

LifeGoal Wealth Advisors first reported a position in GD in Q1 2026 and has held it in 2 quarters since. The position peaked at $298K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • LifeGoal Wealth Advisors held 723 shares of General Dynamics worth $256K as of Q2 2026.
  • LifeGoal Wealth Advisors sold 128 General Dynamics shares in Q2 2026, an estimated $43.8K.
  • General Dynamics made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • LifeGoal Wealth Advisors first reported a position in General Dynamics in Q1 2026 and has held it in 2 quarters since.
  • LifeGoal Wealth Advisors's General Dynamics position peaked at $298K in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.