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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
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% +$1.71K 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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Physician Wealth Advisors's GD Position: Q2 2026 in Review

Physician Wealth Advisors reduced its General Dynamics (GD) stake by 2.1% in Q2 2026, selling an estimated $1.37K and leaving 187 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #385.

Physician Wealth Advisors first reported a position in GD in Q4 2024 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Physician Wealth Advisors held 187 shares of General Dynamics worth $66.2K as of Q2 2026.
  • Physician Wealth Advisors sold 4 General Dynamics shares in Q2 2026, an estimated $1.37K.
  • General Dynamics made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #385 holding.
  • Physician Wealth Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • 1,098 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.