Portside Wealth Group’s General Dynamics GD Stock Holding History

Portside Wealth Group’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	$1.9M	Sell	5,360 -13	-0.2%	-$4.45K	0.22%	99
2026 Q1	$1.84M	Sell	5,373 -248	-4%	-$88K	0.25%	97
2025 Q4	$1.89M	Sell	5,621 -67	-1%	-$22.8K	0.25%	86
2025 Q3	$1.94M	Sell	5,688 -179	-3%	-$56.4K	0.27%	89
2025 Q2	$1.71M	Sell	5,867 -99	-2%	-$27.2K	0.25%	89
2025 Q1	$1.63M	Hold	5,966	–	–	0.27%	91
2024 Q4	$1.57M	Buy	5,966 +58	+1%	+$16.7K	0.26%	89
2024 Q3	$1.79M	Buy	5,908 +419	+8%	+$123K	0.3%	81
2024 Q2	$1.59M	Sell	5,489 -23	-0.4%	-$6.74K	0.3%	81
2024 Q1	$1.56M	Sell	5,512 -434	-7%	-$116K	0.29%	89
2023 Q4	$1.54M	Sell	5,946 -572	-9%	-$140K	0.29%	90
2023 Q3	$1.44M	Buy	6,518 +88	+1%	+$19.5K	0.27%	92
2023 Q2	$1.38M	Buy	+6,430	New	+$1.39M	0.26%	96

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Portside Wealth Group's GD Position: Q2 2026 in Review

Portside Wealth Group reduced its General Dynamics (GD) stake by 0.24% in Q2 2026, selling an estimated $4.45K and leaving 5,360 shares worth $1.9M. The position accounts for 0.22% of the portfolio, ranked #99.

Portside Wealth Group first reported a position in GD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.94M in Q3 2025. 724 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Portside Wealth Group held 5,360 shares of General Dynamics worth $1.9M as of Q2 2026.
Portside Wealth Group sold 13 General Dynamics shares in Q2 2026, an estimated $4.45K.
General Dynamics made up 0.22% of Portside Wealth Group's portfolio in Q2 2026, its #99 holding.
Portside Wealth Group first reported a position in General Dynamics in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's General Dynamics position peaked at $1.94M in Q3 2025.
724 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.