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 Q3	$1.15M	Sell	3,470 -15	-0.4%	-$5.57K	0.34%	55
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

PFW Advisors's GD Position: Q3 2026 in Review

PFW Advisors reduced its General Dynamics (GD) stake by 0.43% in Q3 2026, selling an estimated $5.57K and leaving 3,470 shares worth $1.15M. The position accounts for 0.34% of the portfolio, ranked #55.

PFW Advisors first reported a position in GD in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.29M in Q3 2025. 398 funds tracked by Wall St. Rank hold GD as of Q3 2026.

PFW Advisors held 3,470 shares of General Dynamics worth $1.15M as of Q3 2026.
PFW Advisors sold 15 General Dynamics shares in Q3 2026, an estimated $5.57K.
General Dynamics made up 0.34% of PFW Advisors's portfolio in Q3 2026, its #55 holding.
PFW Advisors first reported a position in General Dynamics in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's General Dynamics position peaked at $1.29M in Q3 2025.
398 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

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