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Optivise Advisory Services’s General Dynamics GD Stock Holding History

Optivise Advisory Services’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 		$238K Buy
+672
New +$230K 0.12% 180
2026
Q1 		– Sell
-690
Closed -$232K – 199
2025
Q4 		$232K Buy
+690
New +$235K 0.13% 170

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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Optivise Advisory Services's GD Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in General Dynamics (GD) in Q2 2026: 672 shares worth $238K. The stake represents 0.12% of the portfolio and ranks #180 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in GD as recently as Q4 2025.

Optivise Advisory Services first reported a position in GD in Q4 2025 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Optivise Advisory Services held 672 shares of General Dynamics worth $238K as of Q2 2026.
  • General Dynamics was a new Optivise Advisory Services position in Q2 2026.
  • General Dynamics made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #180 holding.
  • Optivise Advisory Services first reported a position in General Dynamics in Q4 2025 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.