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Live Oak Private Wealth’s General Dynamics GD Stock Holding History

Live Oak Private Wealth’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 		$208K Sell
587
-23
-4% -$7.88K 0.03% 200
2026
Q1 		$209K Hold
610
– – 0.03% 191
2025
Q4 		$205K Hold
610
– – 0.03% 190
2025
Q3 		$208K Buy
+610
New +$192K 0.03% 183

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

Live Oak Private Wealth's GD Position: Q2 2026 in Review

Live Oak Private Wealth reduced its General Dynamics (GD) stake by 3.8% in Q2 2026, selling an estimated $7.88K and leaving 587 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #200.

Live Oak Private Wealth first reported a position in GD in Q3 2025 and has held it in 4 quarters since. The position peaked at $209K in Q1 2026. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Live Oak Private Wealth held 587 shares of General Dynamics worth $208K as of Q2 2026.
  • Live Oak Private Wealth sold 23 General Dynamics shares in Q2 2026, an estimated $7.88K.
  • General Dynamics made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #200 holding.
  • Live Oak Private Wealth first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • Live Oak Private Wealth's General Dynamics position peaked at $209K in Q1 2026.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.