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Regent Peak Wealth Advisors’s General Dynamics GD Stock Holding History

Regent Peak 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 		$852K Sell
2,404
-295
-11% -$101K 0.16% 65
2026
Q1 		$926K Sell
2,699
-88
-3% -$31.2K 0.19% 60
2025
Q4 		$938K Buy
2,787
+40
+1% +$13.6K 0.19% 54
2025
Q3 		$937K Buy
+2,747
New +$866K 0.19% 54
2025
Q1 		$809K Sell
2,968
-388
-12% -$101K 0.19% 54
2024
Q4 		$884K Sell
3,356
-5,327
-61% -$1.53M 0.2% 53
2024
Q3 		$2.62M Sell
8,683
-709
-8% -$208K 0.6% 33
2024
Q2 		$2.72M Sell
9,392
-730
-7% -$214K 0.62% 36
2024
Q1 		$2.86M Sell
10,122
-708
-7% -$189K 0.73% 30
2023
Q4 		$2.81M Buy
10,830
+41
+0.4% +$10K 0.76% 30
2023
Q3 		$2.38M Buy
10,789
+49
+0.5% +$10.8K 0.73% 32
2023
Q2 		$2.31M Sell
10,740
-164
-2% -$35.4K 0.67% 36
2023
Q1 		$2.49M Buy
10,904
+755
+7% +$174K 0.77% 30
2022
Q4 		$2.52M Buy
10,149
+543
+6% +$132K 0.83% 28
2022
Q3 		$2.04M Buy
9,606
+129
+1% +$29.1K 0.72% 32
2022
Q2 		$2.1M Sell
9,477
-1,061
-10% -$244K 0.68% 35
2022
Q1 		$2.54M Buy
10,538
+419
+4% +$93K 0.73% 29
2021
Q4 		$2.11M Sell
10,119
-982
-9% -$198K 0.57% 37
2021
Q3 		$2.18M Buy
11,101
+179
+2% +$35K 0.62% 35
2021
Q2 		$2.14M Buy
10,922
+475
+5% +$89.6K 0.6% 37
2021
Q1 		$1.9M Buy
10,447
+935
+10% +$153K 0.62% 36
2020
Q4 		$1.42M Buy
+9,512
New +$1.39M 0.47% 44
2020
Q3 		– Sell
-8,353
Closed -$1.25M – 132
2020
Q2 		$1.25M Buy
8,353
+1,270
+18% +$179K 0.57% 41
2020
Q1 		$937K Buy
7,083
+855
+14% +$142K 0.52% 44
2019
Q4 		$1.1M Buy
+6,228
New +$1.12M 0.5% 45

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Regent Peak Wealth Advisors's GD Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its General Dynamics (GD) stake by 11% in Q2 2026, selling an estimated $101K and leaving 2,404 shares worth $852K. The position accounts for 0.16% of the portfolio, ranked #65.

Regent Peak Wealth Advisors first reported a position in GD in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.86M in Q1 2024. 379 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,404 shares of General Dynamics worth $852K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 295 General Dynamics shares in Q2 2026, an estimated $101K.
  • General Dynamics made up 0.16% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Regent Peak Wealth Advisors first reported a position in General Dynamics in Q4 2019 and has held it in 25 quarters since.
  • Regent Peak Wealth Advisors's General Dynamics position peaked at $2.86M in Q1 2024.
  • 379 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.