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Nvest Wealth Strategies’s General Dynamics GD Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-2
Closed -$687 – 385
2026
Q1 		$687 Buy
+2
New +$709 ﹤0.01% 248

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Boston Partners
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nvest Wealth Strategies's GD Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of General Dynamics (GD) in Q2 2026, closing a stake of 2 shares — an estimated $687 sold.

Nvest Wealth Strategies first reported a position in GD in Q1 2026 and held it in 1 quarter. The position peaked at $687 in Q1 2026. 1,423 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 2 General Dynamics shares in Q2 2026, an estimated $687.
  • Nvest Wealth Strategies first reported a position in General Dynamics in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's General Dynamics position peaked at $687 in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.