ORG Wealth Partners’s General Dynamics GD Stock Holding History

ORG Wealth Partners’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	$607K	Buy	601,134 +599,977	+51,856%	+$206M	0.09%	125
2026 Q1	$397K	Buy	1,157 +152	+15%	+$53.9K	0.08%	151
2025 Q4	$338K	Buy	1,005 +945	+1,575%	+$322K	0.08%	154
2025 Q3	$20.5K	Sell	60 -387	-87%	-$122K	﹤0.01%	395
2025 Q2	$132K	Sell	447 -38	-8%	-$10.5K	0.03%	210
2025 Q1	$133K	Sell	485 -1,460	-75%	-$379K	0.04%	223
2024 Q4	$513K	Sell	1,945 -377	-16%	-$109K	0.16%	62
2024 Q3	$702K	Buy	+2,322	New	+$682K	0.23%	42

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

ORG Wealth Partners's GD Position: Q2 2026 in Review

ORG Wealth Partners increased its General Dynamics (GD) stake by 51,856% in Q2 2026, buying an estimated $206M and bringing the position to 601,134 shares worth $607K. The position accounts for 0.09% of the portfolio, ranked #125.

ORG Wealth Partners first reported a position in GD in Q3 2024 and has held it in 8 quarters since. The position peaked at $702K in Q3 2024. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

ORG Wealth Partners held 601,134 shares of General Dynamics worth $607K as of Q2 2026.
ORG Wealth Partners bought 599,977 General Dynamics shares in Q2 2026, an estimated $206M.
General Dynamics made up 0.09% of ORG Wealth Partners's portfolio in Q2 2026, its #125 holding.
ORG Wealth Partners first reported a position in General Dynamics in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's General Dynamics position peaked at $702K in Q3 2024.
776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.