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Smith Salley Wealth Management’s General Dynamics GD Stock Holding History

Smith Salley 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 		$398K Sell
1,124
-28
-2% -$9.59K 0.02% 212
2026
Q1 		$395K Buy
1,152
+184
+19% +$65.3K 0.02% 203
2025
Q4 		$326K Buy
968
+100
+12% +$34.1K 0.02% 217
2025
Q3 		$296K Hold
868
– – 0.02% 226
2025
Q2 		$253K Sell
868
-110
-11% -$30.3K 0.01% 235
2025
Q1 		$267K Hold
978
– – 0.02% 215
2024
Q4 		$258K Sell
978
-38
-4% -$10.9K 0.02% 219
2024
Q3 		$307K Buy
1,016
+14
+1% +$4.11K 0.02% 205
2024
Q2 		$291K Sell
1,002
-128
-11% -$37.5K 0.02% 202
2024
Q1 		$319K Sell
1,130
-62
-5% -$16.6K 0.02% 196
2023
Q4 		$309K Buy
1,192
+24
+2% +$5.86K 0.02% 211
2023
Q3 		$258K Buy
1,168
+180
+18% +$39.8K 0.02% 211
2023
Q2 		$213K Sell
988
-69
-7% -$14.9K 0.02% 220
2023
Q1 		$241K Sell
1,057
-150
-12% -$34.7K 0.02% 211
2022
Q4 		$299K Hold
1,207
– – 0.03% 194
2022
Q3 		$256K Hold
1,207
– – 0.02% 195
2022
Q2 		$267K Sell
1,207
-17
-1% -$3.91K 0.02% 195
2022
Q1 		$295K Sell
1,224
-510
-29% -$113K 0.02% 205
2021
Q4 		$361K Hold
1,734
– – 0.03% 199
2021
Q3 		$340K Sell
1,734
-9
-0.5% -$1.76K 0.03% 206
2021
Q2 		$328K Sell
1,743
-268
-13% -$50.5K 0.03% 213
2021
Q1 		$365K Sell
2,011
-684
-25% -$112K 0.03% 194
2020
Q4 		$401K Buy
+2,695
New +$394K 0.04% 168

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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Smith Salley Wealth Management's GD Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its General Dynamics (GD) stake by 2.4% in Q2 2026, selling an estimated $9.59K and leaving 1,124 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #212.

Smith Salley Wealth Management first reported a position in GD in Q4 2020 and has held it in 23 quarters since. The position peaked at $401K in Q4 2020. 724 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Smith Salley Wealth Management held 1,124 shares of General Dynamics worth $398K as of Q2 2026.
  • Smith Salley Wealth Management sold 28 General Dynamics shares in Q2 2026, an estimated $9.59K.
  • General Dynamics made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Smith Salley Wealth Management first reported a position in General Dynamics in Q4 2020 and has held it in 23 quarters since.
  • Smith Salley Wealth Management's General Dynamics position peaked at $401K in Q4 2020.
  • 724 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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