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Segment Wealth Management’s General Dynamics GD Stock Holding History

Segment 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 		$573K Sell
1,618
-14
-0.9% -$4.79K 0.03% 214
2026
Q1 		$560K Sell
1,632
-148
-8% -$52.5K 0.03% 206
2025
Q4 		$599K Buy
1,780
+162
+10% +$55.2K 0.03% 204
2025
Q3 		$552K Hold
1,618
– – 0.03% 200
2025
Q2 		$472K Buy
1,618
+55
+4% +$15.1K 0.03% 208
2025
Q1 		$426K Buy
+1,563
New +$406K 0.03% 207

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Segment Wealth Management reduced its General Dynamics (GD) stake by 0.86% in Q2 2026, selling an estimated $4.79K and leaving 1,618 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #214.

Segment Wealth Management first reported a position in GD in Q1 2025 and has held it in 6 quarters since. The position peaked at $599K in Q4 2025. 787 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Segment Wealth Management held 1,618 shares of General Dynamics worth $573K as of Q2 2026.
  • Segment Wealth Management sold 14 General Dynamics shares in Q2 2026, an estimated $4.79K.
  • General Dynamics made up 0.03% of Segment Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Segment Wealth Management first reported a position in General Dynamics in Q1 2025 and has held it in 6 quarters since.
  • Segment Wealth Management's General Dynamics position peaked at $599K in Q4 2025.
  • 787 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.