RBWA
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RFG - Bristol Wealth Advisors’s General Dynamics GD Stock Holding History

RFG - Bristol 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 		$1.08M Buy
3,062
+313
+11% +$107K 0.26% 77
2026
Q1 		$943K Buy
2,749
+1,940
+240% +$688K 0.25% 75
2025
Q4 		$272K Buy
809
+42
+5% +$14.3K 0.08% 152
2025
Q3 		$261K Buy
767
+37
+5% +$11.7K 0.08% 159
2025
Q2 		$213K Sell
730
-52
-7% -$14.3K 0.07% 165
2025
Q1 		$213K Sell
782
-54
-6% -$14K 0.07% 158
2024
Q4 		$220K Buy
+836
New +$241K 0.07% 144

Other funds holding GD

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

RFG - Bristol Wealth Advisors's GD Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its General Dynamics (GD) stake by 11% in Q2 2026, buying an estimated $107K and bringing the position to 3,062 shares worth $1.08M. The position accounts for 0.26% of the portfolio, ranked #77.

RFG - Bristol Wealth Advisors first reported a position in GD in Q4 2024 and has held it in 7 quarters since. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 3,062 shares of General Dynamics worth $1.08M as of Q2 2026.
  • RFG - Bristol Wealth Advisors bought 313 General Dynamics shares in Q2 2026, an estimated $107K.
  • General Dynamics made up 0.26% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • RFG - Bristol Wealth Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.