SOA Wealth Advisors’s General Dynamics GD Stock Holding History

SOA Wealth Advisors’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	$20.9K	Buy	59 +21	+55%	+$7.19K	﹤0.01%	513
2026 Q1	$13.1K	Hold	38	–	–	﹤0.01%	547
2025 Q4	$12.8K	Hold	38	–	–	﹤0.01%	567
2025 Q3	$13K	Hold	38	–	–	﹤0.01%	579
2025 Q2	$11.1K	Hold	38	–	–	﹤0.01%	585
2025 Q1	$10.4K	Hold	38	–	–	﹤0.01%	555
2024 Q4	$10K	Hold	38	–	–	﹤0.01%	544
2024 Q3	$11.5K	Hold	38	–	–	﹤0.01%	523
2024 Q2	$11K	Hold	38	–	–	﹤0.01%	524
2024 Q1	$10.8K	Hold	38	–	–	﹤0.01%	529
2023 Q4	$9.88K	Sell	38 -5	-12%	-$1.22K	﹤0.01%	524
2023 Q3	$9.51K	Hold	43	–	–	﹤0.01%	529
2023 Q2	$9.26K	Sell	43 -50	-54%	-$10.8K	﹤0.01%	540
2023 Q1	$21.2K	Buy	93 +50	+116%	+$11.6K	0.01%	413
2022 Q4	$10.7K	Hold	43	–	–	﹤0.01%	510
2022 Q3	$9K	Hold	43	–	–	﹤0.01%	524
2022 Q2	$9K	Sell	43 -50	-54%	-$11.5K	﹤0.01%	508
2022 Q1	$22K	Hold	93	–	–	0.01%	451
2021 Q4	$19K	Buy	93 +37	+66%	+$7.47K	﹤0.01%	454
2021 Q3	$10K	Buy	56 +41	+273%	+$8.03K	﹤0.01%	587
2021 Q2	$2K	Buy	15 +3	+25%	+$566	﹤0.01%	766
2021 Q1	$2K	Buy	12 +1	+9%	+$163	﹤0.01%	710
2020 Q4	$1K	Buy	+11	New	+$1.61K	﹤0.01%	739

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

SOA Wealth Advisors's GD Position: Q2 2026 in Review

SOA Wealth Advisors increased its General Dynamics (GD) stake by 55% in Q2 2026, buying an estimated $7.19K and bringing the position to 59 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

SOA Wealth Advisors first reported a position in GD in Q4 2020 and has held it in 23 quarters since. The position peaked at $22K in Q1 2022. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

SOA Wealth Advisors held 59 shares of General Dynamics worth $20.9K as of Q2 2026.
SOA Wealth Advisors bought 21 General Dynamics shares in Q2 2026, an estimated $7.19K.
General Dynamics made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #513 holding.
SOA Wealth Advisors first reported a position in General Dynamics in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's General Dynamics position peaked at $22K in Q1 2022.
701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.