Meriwether Wealth & Planning’s General Dynamics GD Stock Holding History

Meriwether Wealth & Planning’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 Q3	$1.04M	Sell	3,138 -305	-9%	-$113K	0.47%	33
2026 Q2	$1.22M	Buy	3,443 +28	+0.8%	+$9.6K	0.6%	25
2026 Q1	$1.17M	Sell	3,415 -35	-1%	-$12.4K	0.64%	29
2025 Q4	$1.16M	Sell	3,450 -144	-4%	-$49.1K	0.66%	26
2025 Q3	$1.23M	Sell	3,594 -2	-0.1%	-$630	0.71%	24
2025 Q2	$1.05M	Sell	3,596 -72	-2%	-$19.8K	0.66%	29
2025 Q1	$1000K	Buy	3,668 +642	+21%	+$167K	0.65%	32
2024 Q4	$797K	Buy	+3,026	New	+$871K	0.57%	40

Other funds holding GD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Meriwether Wealth & Planning's GD Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its General Dynamics (GD) stake by 8.9% in Q3 2026, selling an estimated $113K and leaving 3,138 shares worth $1.04M. The position accounts for 0.47% of the portfolio, ranked #33.

Meriwether Wealth & Planning first reported a position in GD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q3 2025. 466 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Meriwether Wealth & Planning held 3,138 shares of General Dynamics worth $1.04M as of Q3 2026.
Meriwether Wealth & Planning sold 305 General Dynamics shares in Q3 2026, an estimated $113K.
General Dynamics made up 0.47% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #33 holding.
Meriwether Wealth & Planning first reported a position in General Dynamics in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's General Dynamics position peaked at $1.23M in Q3 2025.
466 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.