SWM
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Shelton Wealth Management’s General Dynamics GD Stock Holding History

Shelton 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 		$1.79M Buy
5,039
+507
+11% +$174K 0.7% 44
2026
Q1 		$1.56M Buy
4,532
+2,528
+126% +$897K 0.68% 38
2025
Q4 		$675K Buy
+2,004
New +$683K 0.29% 87

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

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

Shelton Wealth Management increased its General Dynamics (GD) stake by 11% in Q2 2026, buying an estimated $174K and bringing the position to 5,039 shares worth $1.79M. The position accounts for 0.7% of the portfolio, ranked #44.

Shelton Wealth Management first reported a position in GD in Q4 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Shelton Wealth Management held 5,039 shares of General Dynamics worth $1.79M as of Q2 2026.
  • Shelton Wealth Management bought 507 General Dynamics shares in Q2 2026, an estimated $174K.
  • General Dynamics made up 0.7% of Shelton Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Shelton Wealth Management first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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