Processus Wealth & Capital Management
GD icon

Processus Wealth & Capital Management’s General Dynamics GD Stock Holding History

Processus Wealth & Capital Management’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 		$2.51M Sell
7,571
-82
-1% -$30.4K 1.46% 24
2026
Q2 		$2.71M Buy
7,653
+153
+2% +$52.4K 1.61% 23
2026
Q1 		$2.57M Buy
7,500
+105
+1% +$37.2K 1.75% 23
2025
Q4 		$2.49M Buy
7,395
+251
+4% +$85.6K 1.64% 24
2025
Q3 		$2.44M Buy
7,144
+66
+0.9% +$20.8K 1.75% 23
2025
Q2 		$2.06M Buy
7,078
+309
+5% +$85K 1.63% 25
2025
Q1 		$1.85M Buy
6,769
+142
+2% +$36.9K 1.57% 24
2024
Q4 		$1.75M Buy
6,627
+56
+0.9% +$16.1K 1.39% 26
2024
Q3 		$1.99M Buy
6,571
+9
+0.1% +$2.64K 1.64% 25
2024
Q2 		$1.9M Buy
6,562
+74
+1% +$21.7K 1.58% 24
2024
Q1 		$1.83M Buy
6,488
+257
+4% +$68.7K 1.62% 25
2023
Q4 		$1.62M Buy
+6,231
New +$1.52M 1.62% 25

Other funds holding GD

Wealth Enhancement Advisory Services
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Processus Wealth & Capital Management's GD Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its General Dynamics (GD) stake by 1.1% in Q3 2026, selling an estimated $30.4K and leaving 7,571 shares worth $2.51M. The position accounts for 1.46% of the portfolio, ranked #24.

Processus Wealth & Capital Management first reported a position in GD in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.71M in Q2 2026. 690 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Processus Wealth & Capital Management held 7,571 shares of General Dynamics worth $2.51M as of Q3 2026.
  • Processus Wealth & Capital Management sold 82 General Dynamics shares in Q3 2026, an estimated $30.4K.
  • General Dynamics made up 1.46% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #24 holding.
  • Processus Wealth & Capital Management first reported a position in General Dynamics in Q4 2023 and has held it in 12 quarters since.
  • Processus Wealth & Capital Management's General Dynamics position peaked at $2.71M in Q2 2026.
  • 690 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.