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Persium Advisors’s General Dynamics GD Stock Holding History

Persium Advisors’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 		$933K Buy
2,813
+167
+6% +$62K 0.49% 38
2026
Q2 		$937K Buy
2,646
+292
+12% +$100K 0.61% 33
2026
Q1 		$808K Buy
2,354
+85
+4% +$30.1K 0.64% 30
2025
Q4 		$764K Buy
2,269
+95
+4% +$32.4K 0.55% 33
2025
Q3 		$741K Sell
2,174
-6
-0.3% -$1.89K 0.55% 35
2025
Q2 		$636K Buy
2,180
+64
+3% +$17.6K 0.53% 36
2025
Q1 		$577K Buy
2,116
+217
+11% +$56.4K 0.55% 32
2024
Q4 		$500K Buy
+1,899
New +$547K 0.49% 41

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Persium Advisors's GD Position: Q3 2026 in Review

Persium Advisors increased its General Dynamics (GD) stake by 6.3% in Q3 2026, buying an estimated $62K and bringing the position to 2,813 shares worth $933K. The position accounts for 0.49% of the portfolio, ranked #38.

Persium Advisors first reported a position in GD in Q4 2024 and has held it in 8 quarters since. The position peaked at $937K in Q2 2026. 176 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Persium Advisors held 2,813 shares of General Dynamics worth $933K as of Q3 2026.
  • Persium Advisors bought 167 General Dynamics shares in Q3 2026, an estimated $62K.
  • General Dynamics made up 0.49% of Persium Advisors's portfolio in Q3 2026, its #38 holding.
  • Persium Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 8 quarters since.
  • Persium Advisors's General Dynamics position peaked at $937K in Q2 2026.
  • 176 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.