Perigon Wealth Management
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Perigon Wealth Management’s General Dynamics GD Stock Holding History

Perigon Wealth Management’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 		$3.91M Sell
11,790
-1,737
-13% -$645K 0.06% 261
2026
Q2 		$4.79M Buy
13,527
+246
+2% +$84.3K 0.08% 239
2026
Q1 		$4.56M Buy
13,281
+4,736
+55% +$1.68M 0.08% 228
2025
Q4 		$2.88M Buy
8,545
+692
+9% +$236K 0.05% 290
2025
Q3 		$2.68M Buy
7,853
+1,153
+17% +$363K 0.05% 293
2025
Q2 		$1.95M Sell
6,700
-16
-0.2% -$4.4K 0.05% 335
2025
Q1 		$1.83M Buy
6,716
+233
+4% +$60.6K 0.05% 321
2024
Q4 		$1.74M Buy
6,483
+3,078
+90% +$886K 0.04% 332
2024
Q3 		$1.03M Sell
3,405
-10
-0.3% -$2.94K 0.03% 425
2024
Q2 		$991K Sell
3,415
-213
-6% -$62.4K 0.03% 384
2024
Q1 		$1.02M Buy
3,628
+178
+5% +$47.6K 0.03% 366
2023
Q4 		$896K Buy
3,450
+1,026
+42% +$250K 0.03% 364
2023
Q3 		$536K Sell
2,424
-160
-6% -$35.4K 0.02% 433
2023
Q2 		$556K Sell
2,584
-375
-13% -$80.9K 0.02% 434
2023
Q1 		$675K Buy
2,959
+482
+19% +$111K 0.04% 338
2022
Q4 		$615K Buy
2,477
+798
+48% +$195K 0.04% 353
2022
Q3 		$356K Buy
1,679
+431
+35% +$97.4K 0.03% 390
2022
Q2 		$276K Buy
1,248
+135
+12% +$31.1K 0.02% 446
2022
Q1 		$268K Buy
+1,113
New +$247K 0.02% 496
2021
Q1 		– Sell
-551
Closed -$82K – 704
2020
Q4 		$82K Buy
+551
New +$80.5K 0.01% 594
2018
Q2 		– Sell
-298
Closed -$66K – 383
2018
Q1 		$66K Buy
298
+3
+1% +$653 0.02% 280
2017
Q4 		$60K Hold
295
– – 0.02% 270
2017
Q3 		$61K Buy
295
+125
+74% +$25K 0.02% 314
2017
Q2 		$34K Hold
170
– – 0.01% 408
2017
Q1 		$32K Hold
170
– – 0.01% 428
2016
Q4 		$32K Hold
170
– – 0.01% 404
2016
Q3 		$26K Hold
170
– – 0.01% 371
2016
Q2 		$24K Buy
+170
New +$23.7K 0.01% 325

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Perigon Wealth Management's GD Position: Q3 2026 in Review

Perigon Wealth Management reduced its General Dynamics (GD) stake by 13% in Q3 2026, selling an estimated $645K and leaving 11,790 shares worth $3.91M. The position accounts for 0.06% of the portfolio, ranked #261.

Perigon Wealth Management first reported a position in GD in Q2 2016 and has held it in 28 quarters since. The position peaked at $4.79M in Q2 2026. 632 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Perigon Wealth Management held 11,790 shares of General Dynamics worth $3.91M as of Q3 2026.
  • Perigon Wealth Management sold 1,737 General Dynamics shares in Q3 2026, an estimated $645K.
  • General Dynamics made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #261 holding.
  • Perigon Wealth Management first reported a position in General Dynamics in Q2 2016 and has held it in 28 quarters since.
  • Perigon Wealth Management's General Dynamics position peaked at $4.79M in Q2 2026.
  • 632 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.