Robertson Stephens Wealth Management’s General Dynamics GD Stock Holding History

Robertson Stephens Wealth 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 Q2	$284K	Sell	801 -7	-0.9%	-$2.4K	0.01%	539
2026 Q1	$277K	Sell	808 -63	-7%	-$22.3K	0.01%	525
2025 Q4	$293K	Buy	871 +112	+15%	+$38.2K	0.01%	525
2025 Q3	$259K	Sell	759 -3,659	-83%	-$1.15M	0.01%	471
2025 Q2	$1.17M	Buy	4,418 +3,653	+478%	+$1.01M	0.04%	248
2025 Q1	$209K	Sell	765 -76	-9%	-$19.8K	0.01%	524
2024 Q4	$222K	Buy	841 +17	+2%	+$4.89K	0.01%	531
2024 Q3	$249K	Buy	824 +16	+2%	+$4.7K	0.01%	551
2024 Q2	$234K	Sell	808 -794	-50%	-$233K	0.01%	455
2024 Q1	$453K	Buy	1,602 +79	+5%	+$21.1K	0.02%	357
2023 Q4	$395K	Sell	1,523 -66	-4%	-$16.1K	0.02%	345
2023 Q3	$351K	Buy	+1,589	New	+$352K	0.02%	359

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robertson Stephens Wealth Management's GD Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its General Dynamics (GD) stake by 0.87% in Q2 2026, selling an estimated $2.4K and leaving 801 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #539.

Robertson Stephens Wealth Management first reported a position in GD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q2 2025. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Robertson Stephens Wealth Management held 801 shares of General Dynamics worth $284K as of Q2 2026.
Robertson Stephens Wealth Management sold 7 General Dynamics shares in Q2 2026, an estimated $2.4K.
General Dynamics made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #539 holding.
Robertson Stephens Wealth Management first reported a position in General Dynamics in Q3 2023 and has held it in 12 quarters since.
Robertson Stephens Wealth Management's General Dynamics position peaked at $1.17M in Q2 2025.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.