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Sax Wealth Advisors’s General Dynamics GD Stock Holding History

Sax 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 		$348K Buy
1,014
+344
+51% +$118K 0.01% 416
2026
Q1 		$225K Sell
670
-255
-28% -$90.5K 0.01% 448
2025
Q4 		$311K Buy
925
+102
+12% +$34.8K 0.01% 384
2025
Q3 		$280K Buy
+823
New +$259K 0.02% 362

Other funds holding GD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B 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

Sax Wealth Advisors's GD Position: Q2 2026 in Review

Sax Wealth Advisors increased its General Dynamics (GD) stake by 51% in Q2 2026, buying an estimated $118K and bringing the position to 1,014 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #416.

Sax Wealth Advisors first reported a position in GD in Q3 2025 and has held it in 4 quarters since. 545 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Sax Wealth Advisors held 1,014 shares of General Dynamics worth $348K as of Q2 2026.
  • Sax Wealth Advisors bought 344 General Dynamics shares in Q2 2026, an estimated $118K.
  • General Dynamics made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #416 holding.
  • Sax Wealth Advisors first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • 545 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.