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Mattern Wealth Management’s General Dynamics GD Stock Holding History

Mattern Wealth 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 		$973K Hold
2,747
– – 0.16% 70
2026
Q1 		$943K Sell
2,747
-44
-2% -$15.6K 0.18% 61
2025
Q4 		$940K Sell
2,791
-10
-0.4% -$3.41K 0.18% 61
2025
Q3 		$955K Sell
2,801
-50
-2% -$15.8K 0.19% 62
2025
Q2 		$832K Sell
2,851
-299
-9% -$82.3K 0.17% 68
2025
Q1 		$859K Sell
3,150
-6,141
-66% -$1.6M 0.19% 72
2024
Q4 		$2.45M Sell
9,291
-816
-8% -$235K 0.54% 36
2024
Q3 		$3.05M Buy
10,107
+125
+1% +$36.7K 0.67% 31
2024
Q2 		$2.9M Sell
9,982
-754
-7% -$221K 0.7% 41
2024
Q1 		$3.03M Sell
10,736
-177
-2% -$47.3K 0.74% 36
2023
Q4 		$2.83M Buy
10,913
+535
+5% +$131K 0.73% 37
2023
Q3 		$2.29M Buy
10,378
+273
+3% +$60.4K 0.67% 44
2023
Q2 		$2.17M Buy
10,105
+1,088
+12% +$235K 0.63% 44
2023
Q1 		$2.06M Buy
9,017
+614
+7% +$142K 0.68% 45
2022
Q4 		$2.08M Buy
8,403
+21
+0.3% +$5.12K 0.84% 40
2022
Q3 		$1.78M Buy
8,382
+155
+2% +$35K 0.71% 42
2022
Q2 		$1.82M Sell
8,227
-6
-0.1% -$1.38K 0.71% 40
2022
Q1 		$1.99M Buy
8,233
+766
+10% +$170K 0.65% 42
2021
Q4 		$1.56M Buy
7,467
+4
+0.1% +$808 0.46% 58
2021
Q3 		$1.46M Sell
7,463
-12
-0.2% -$2.35K 0.49% 57
2021
Q2 		$1.42M Sell
7,475
-76
-1% -$14.3K 0.45% 63
2021
Q1 		$1.37M Sell
7,551
-403
-5% -$65.8K 0.48% 54
2020
Q4 		$1.18M Sell
7,954
-366
-4% -$53.5K 0.45% 65
2020
Q3 		$1.15M Buy
8,320
+646
+8% +$95.4K 0.49% 61
2020
Q2 		$1.15M Sell
7,674
-32
-0.4% -$4.52K 0.56% 57
2020
Q1 		$1.02M Sell
7,706
-603
-7% -$100K 0.74% 43
2019
Q4 		$1.47M Buy
+8,309
New +$1.49M 0.88% 44

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

Mattern Wealth Management's GD Position: Q2 2026 in Review

Mattern Wealth Management held its General Dynamics (GD) position steady in Q2 2026 at 2,747 shares worth $973K. The position accounts for 0.16% of the portfolio, ranked #70.

Mattern Wealth Management first reported a position in GD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.05M in Q3 2024. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Mattern Wealth Management held 2,747 shares of General Dynamics worth $973K as of Q2 2026.
  • Mattern Wealth Management left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.16% of Mattern Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Mattern Wealth Management first reported a position in General Dynamics in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's General Dynamics position peaked at $3.05M in Q3 2024.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.