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Retirement Wealth Solutions’s General Dynamics GD Stock Holding History

Retirement Wealth Solutions’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 		$27K Buy
81
+2
+3% +$743 0.01% 150
2026
Q2 		$28.1K Hold
79
– – 0.02% 125
2026
Q1 		$27.2K Hold
79
– – 0.02% 119
2025
Q4 		$26.6K Hold
79
– – 0.02% 135
2025
Q3 		$26.9K Hold
79
– – 0.02% 132
2025
Q2 		$23K Hold
79
– – 0.02% 139
2025
Q1 		$21.5K Hold
79
– – 0.02% 127
2024
Q4 		$20.4K Buy
+79
New +$22.7K 0.02% 138

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Retirement Wealth Solutions's GD Position: Q3 2026 in Review

Retirement Wealth Solutions increased its General Dynamics (GD) stake by 2.5% in Q3 2026, buying an estimated $743 and bringing the position to 81 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #150.

Retirement Wealth Solutions first reported a position in GD in Q4 2024 and has held it in 8 quarters since. The position peaked at $28.1K in Q2 2026. 153 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Retirement Wealth Solutions held 81 shares of General Dynamics worth $27K as of Q3 2026.
  • Retirement Wealth Solutions bought 2 General Dynamics shares in Q3 2026, an estimated $743.
  • General Dynamics made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #150 holding.
  • Retirement Wealth Solutions first reported a position in General Dynamics in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's General Dynamics position peaked at $28.1K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.