Smith Salley Wealth Management
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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
Q3 		$401K Buy
1,208
+84
+7% +$31.2K 0.02% 216
2026
Q2 		$398K Sell
1,124
-28
-2% -$9.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Smith Salley Wealth Management's GD Position: Q3 2026 in Review

Smith Salley Wealth Management increased its General Dynamics (GD) stake by 7.5% in Q3 2026, buying an estimated $31.2K and bringing the position to 1,208 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #216.

Smith Salley Wealth Management first reported a position in GD in Q4 2020 and has held it in 24 quarters since. The position peaked at $401K in Q4 2020. 1,341 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Smith Salley Wealth Management held 1,208 shares of General Dynamics worth $401K as of Q3 2026.
  • Smith Salley Wealth Management bought 84 General Dynamics shares in Q3 2026, an estimated $31.2K.
  • General Dynamics made up 0.02% of Smith Salley Wealth Management's portfolio in Q3 2026, its #216 holding.
  • Smith Salley Wealth Management first reported a position in General Dynamics in Q4 2020 and has held it in 24 quarters since.
  • Smith Salley Wealth Management's General Dynamics position peaked at $401K in Q4 2020.
  • 1,341 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.