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Smallwood Wealth Investment Management’s General Dynamics GD Stock Holding History

Smallwood Wealth Investment 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 		$35.4K Hold
100
– – 0.02% 220
2026
Q1 		$34.3K Hold
100
– – 0.02% 212
2025
Q4 		$33.7K Hold
100
– – 0.02% 216
2025
Q3 		$34.1K Hold
100
– – 0.02% 218
2025
Q2 		$29.2K Hold
100
– – 0.02% 216
2025
Q1 		$27.3K Buy
+100
New +$26K 0.02% 218

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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Smallwood Wealth Investment Management's GD Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its General Dynamics (GD) position steady in Q2 2026 at 100 shares worth $35.4K. The position accounts for 0.02% of the portfolio, ranked #220.

Smallwood Wealth Investment Management first reported a position in GD in Q1 2025 and has held it in 6 quarters since. 772 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Smallwood Wealth Investment Management held 100 shares of General Dynamics worth $35.4K as of Q2 2026.
  • Smallwood Wealth Investment Management left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #220 holding.
  • Smallwood Wealth Investment Management first reported a position in General Dynamics in Q1 2025 and has held it in 6 quarters since.
  • 772 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.