Roffman Miller Associates
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Roffman Miller Associates’s General Dynamics GD Stock Holding History

Roffman Miller Associates’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 		$29.8M Buy
89,745
+1,265
+1% +$470K 1.53% 23
2026
Q2 		$31.3M Buy
88,480
+1,026
+1% +$351K 1.64% 23
2026
Q1 		$30M Buy
87,454
+313
+0.4% +$111K 1.73% 22
2025
Q4 		$29.3M Buy
87,141
+1,687
+2% +$575K 1.6% 22
2025
Q3 		$29.1M Buy
85,454
+2,172
+3% +$685K 1.63% 22
2025
Q2 		$24.3M Buy
83,282
+4,676
+6% +$1.29M 1.45% 27
2025
Q1 		$21.4M Buy
78,606
+9,696
+14% +$2.52M 1.35% 29
2024
Q4 		$18.2M Buy
68,910
+6,294
+10% +$1.81M 1.12% 36
2024
Q3 		$18.9M Buy
62,616
+7,511
+14% +$2.21M 1.15% 35
2024
Q2 		$16M Buy
55,105
+5,770
+12% +$1.69M 1.05% 36
2024
Q1 		$13.9M Buy
49,335
+9,748
+25% +$2.61M 0.93% 39
2023
Q4 		$10.3M Buy
39,587
+34,295
+648% +$8.37M 0.73% 40
2023
Q3 		$1.17M Buy
+5,292
New +$1.17M 0.09% 61

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Robeco Institutional Asset Management
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Saratoga Research & Investment Management
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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Roffman Miller Associates's GD Position: Q3 2026 in Review

Roffman Miller Associates increased its General Dynamics (GD) stake by 1.4% in Q3 2026, buying an estimated $470K and bringing the position to 89,745 shares worth $29.8M. The position accounts for 1.53% of the portfolio, ranked #23.

Roffman Miller Associates first reported a position in GD in Q3 2023 and has held it in 13 quarters since. The position peaked at $31.3M in Q2 2026. 632 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Roffman Miller Associates held 89,745 shares of General Dynamics worth $29.8M as of Q3 2026.
  • Roffman Miller Associates bought 1,265 General Dynamics shares in Q3 2026, an estimated $470K.
  • General Dynamics made up 1.53% of Roffman Miller Associates's portfolio in Q3 2026, its #23 holding.
  • Roffman Miller Associates first reported a position in General Dynamics in Q3 2023 and has held it in 13 quarters since.
  • Roffman Miller Associates's General Dynamics position peaked at $31.3M in Q2 2026.
  • 632 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Roffman Miller Associates's 13F filing for Q3 2026, filed 19 Oct 2026.