Lineweaver Wealth Advisors’s General Dynamics GD Stock Holding History

Lineweaver 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	Buy	722 +88	+14%	+$30.1K	0.03%	163
2026 Q1	$217K	Sell	634 -43	-6%	-$15.3K	0.03%	159
2025 Q4	$228K	Sell	677 -61	-8%	-$20.8K	0.03%	169
2025 Q3	$252K	Sell	738 -36	-5%	-$11.3K	0.04%	154
2025 Q2	$226K	Sell	774 -13	-2%	-$3.58K	0.04%	146
2025 Q1	$215K	Buy	787 +7	+0.9%	+$1.82K	0.04%	134
2024 Q4	$206K	Buy	+780	New	+$225K	0.04%	131
2023 Q1	–	Sell	-3,979	Closed	-$989K	–	138
2022 Q4	$989K	Sell	3,979 -69	-2%	-$16.8K	0.3%	65
2022 Q3	$858K	Buy	4,048 +424	+12%	+$95.8K	0.28%	66
2022 Q2	$801K	Buy	+3,624	New	+$834K	0.26%	65

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

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

Lineweaver Wealth Advisors increased its General Dynamics (GD) stake by 14% in Q2 2026, buying an estimated $30.1K and bringing the position to 722 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #163.

Lineweaver Wealth Advisors first reported a position in GD in Q2 2022 and has held it in 10 quarters since. The position peaked at $989K in Q4 2022. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Lineweaver Wealth Advisors held 722 shares of General Dynamics worth $256K as of Q2 2026.
Lineweaver Wealth Advisors bought 88 General Dynamics shares in Q2 2026, an estimated $30.1K.
General Dynamics made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #163 holding.
Lineweaver Wealth Advisors first reported a position in General Dynamics in Q2 2022 and has held it in 10 quarters since.
Lineweaver Wealth Advisors's General Dynamics position peaked at $989K in Q4 2022.
776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.