Physician Wealth Advisors’s General Dynamics GD Stock Holding History

Physician Wealth 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	$63.4K	Buy	191 +4	+2%	+$1.48K	0.01%	402
2026 Q2	$66.2K	Sell	187 -4	-2%	-$1.37K	0.01%	385
2026 Q1	$65.6K	Buy	191 +11	+6%	+$3.9K	0.01%	348
2025 Q4	$60.6K	Buy	180 +5	+3%	+$1.7K	0.01%	347
2025 Q3	$59.7K	Buy	175 +79	+82%	+$24.9K	0.01%	345
2025 Q2	$28K	Hold	96	–	–	﹤0.01%	457
2025 Q1	$26.2K	Buy	96 +3	+3%	+$780	﹤0.01%	445
2024 Q4	$24.5K	Buy	+93	New	+$26.8K	﹤0.01%	469

Other funds holding GD

Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Physician Wealth Advisors's GD Position: Q3 2026 in Review

Physician Wealth Advisors increased its General Dynamics (GD) stake by 2.1% in Q3 2026, buying an estimated $1.48K and bringing the position to 191 shares worth $63.4K. The position accounts for 0.01% of the portfolio, ranked #402.

Physician Wealth Advisors first reported a position in GD in Q4 2024 and has held it in 8 quarters since. The position peaked at $66.2K in Q2 2026. 1,491 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Physician Wealth Advisors held 191 shares of General Dynamics worth $63.4K as of Q3 2026.
Physician Wealth Advisors bought 4 General Dynamics shares in Q3 2026, an estimated $1.48K.
General Dynamics made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #402 holding.
Physician Wealth Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's General Dynamics position peaked at $66.2K in Q2 2026.
1,491 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.