PFW Advisors’s General Dynamics GD Stock Holding History

PFW 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 Q2	$1.23M	Sell	3,485 -86	-2%	-$29.5K	0.36%	52
2026 Q1	$1.23M	Sell	3,571 -4	-0.1%	-$1.42K	0.39%	53
2025 Q4	$1.2M	Sell	3,575 -198	-5%	-$67.5K	0.36%	54
2025 Q3	$1.29M	Sell	3,773 -18	-0.5%	-$5.67K	0.38%	55
2025 Q2	$1.11M	Sell	3,791 -163	-4%	-$44.9K	0.34%	57
2025 Q1	$1.08M	Buy	3,954 +18	+0.5%	+$4.68K	0.34%	60
2024 Q4	$1.04M	Buy	+3,936	New	+$1.13M	0.32%	62
2024 Q2	$1.14M	Sell	3,943 -227	-5%	-$66.5K	0.36%	55
2024 Q1	$1.18M	Buy	4,170 +6	+0.1%	+$1.6K	0.36%	53
2023 Q4	$1.08M	Sell	4,164 -7	-0.2%	-$1.71K	0.35%	56
2023 Q3	$922K	Buy	4,171 +277	+7%	+$61.3K	0.33%	61
2023 Q2	$884K	Buy	+3,894	New	+$840K	0.29%	64
2019 Q3	$1.18M	Buy	+3,916	New	+$727K	0.36%	55

Other funds holding GD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PFW Advisors's GD Position: Q2 2026 in Review

PFW Advisors reduced its General Dynamics (GD) stake by 2.4% in Q2 2026, selling an estimated $29.5K and leaving 3,485 shares worth $1.23M. The position accounts for 0.36% of the portfolio, ranked #52.

PFW Advisors first reported a position in GD in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.29M in Q3 2025. 466 funds tracked by Wall St. Rank hold GD as of Q2 2026.

PFW Advisors held 3,485 shares of General Dynamics worth $1.23M as of Q2 2026.
PFW Advisors sold 86 General Dynamics shares in Q2 2026, an estimated $29.5K.
General Dynamics made up 0.36% of PFW Advisors's portfolio in Q2 2026, its #52 holding.
PFW Advisors first reported a position in General Dynamics in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's General Dynamics position peaked at $1.29M in Q3 2025.
466 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.