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Sarver Vrooman Wealth Advisors’s General Dynamics GD Stock Holding History

Sarver Vrooman 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 		$221K Buy
598
+400
+202% +$137K 0.13% 20
2026
Q1 		$68K Hold
198
– – 0.04% 40
2025
Q4 		$66.7K Sell
198
-5
-2% -$1.71K 0.04% 41
2025
Q3 		$69.2K Hold
203
– – 0.04% 49
2025
Q2 		$59.2K Hold
203
– – 0.04% 70
2025
Q1 		$55.3K Buy
+203
New +$52.8K 0.04% 76

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's GD Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors increased its General Dynamics (GD) stake by 202% in Q2 2026, buying an estimated $137K and bringing the position to 598 shares worth $221K. The position accounts for 0.13% of the portfolio, ranked #20.

Sarver Vrooman Wealth Advisors first reported a position in GD in Q1 2025 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 598 shares of General Dynamics worth $221K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors bought 400 General Dynamics shares in Q2 2026, an estimated $137K.
  • General Dynamics made up 0.13% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in General Dynamics in Q1 2025 and has held it in 6 quarters since.
  • 389 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.