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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
Q2 		$1.22M Buy
3,443
+28
+0.8% +$9.59K 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 		$1,000K 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Meriwether Wealth & Planning's GD Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its General Dynamics (GD) stake by 0.82% in Q2 2026, buying an estimated $9.59K and bringing the position to 3,443 shares worth $1.22M. The position accounts for 0.6% of the portfolio, ranked #25.

Meriwether Wealth & Planning first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q3 2025. 379 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Meriwether Wealth & Planning held 3,443 shares of General Dynamics worth $1.22M as of Q2 2026.
  • Meriwether Wealth & Planning bought 28 General Dynamics shares in Q2 2026, an estimated $9.59K.
  • General Dynamics made up 0.6% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #25 holding.
  • Meriwether Wealth & Planning first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's General Dynamics position peaked at $1.23M in Q3 2025.
  • 379 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.