RWM
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Rockline Wealth Management’s General Dynamics GD Stock Holding History

Rockline 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 		$6.18M Sell
17,445
-87
-0.5% -$29.8K 1.18% 26
2026
Q1 		$6.02M Sell
17,532
-438
-2% -$155K 1.31% 21
2025
Q4 		$6.05M Buy
17,970
+510
+3% +$174K 1.23% 21
2025
Q3 		$5.95M Buy
17,460
+342
+2% +$108K 1.23% 20
2025
Q2 		$4.99M Buy
17,118
+67
+0.4% +$18.4K 1.18% 22
2025
Q1 		$4.65M Buy
17,051
+578
+4% +$150K 1.29% 22
2024
Q4 		$4.34M Buy
16,473
+761
+5% +$219K 1.16% 24
2024
Q3 		$4.75M Buy
15,712
+495
+3% +$145K 1.34% 17
2024
Q2 		$4.42M Buy
15,217
+286
+2% +$83.8K 1.36% 19
2024
Q1 		$4.22M Buy
14,931
+257
+2% +$68.7K 1.47% 23
2023
Q4 		$3.81M Buy
+14,674
New +$3.58M 1.58% 22

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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Rockline Wealth Management's GD Position: Q2 2026 in Review

Rockline Wealth Management reduced its General Dynamics (GD) stake by 0.5% in Q2 2026, selling an estimated $29.8K and leaving 17,445 shares worth $6.18M. The position accounts for 1.18% of the portfolio, ranked #26.

Rockline Wealth Management first reported a position in GD in Q4 2023 and has held it in 11 quarters since. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Rockline Wealth Management held 17,445 shares of General Dynamics worth $6.18M as of Q2 2026.
  • Rockline Wealth Management sold 87 General Dynamics shares in Q2 2026, an estimated $29.8K.
  • General Dynamics made up 1.18% of Rockline Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Rockline Wealth Management first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
  • 701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.