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Spire Wealth Management’s General Dynamics GD Stock Holding History

Spire 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 		$679K Sell
1,915
-1,101
-37% -$377K 0.02% 479
2026
Q1 		$1.04M Sell
3,016
-4,121
-58% -$1.46M 0.04% 376
2025
Q4 		$2.4M Buy
7,137
+1,507
+27% +$514K 0.08% 220
2025
Q3 		$1.92M Buy
5,630
+753
+15% +$237K 0.07% 243
2025
Q2 		$1.42M Buy
4,877
+413
+9% +$114K 0.05% 297
2025
Q1 		$1.22M Sell
4,464
-319
-7% -$82.9K 0.04% 361
2024
Q4 		$1.26M Sell
4,783
-3,342
-41% -$962K 0.04% 336
2024
Q3 		$2.46M Buy
8,125
+3,233
+66% +$950K 0.08% 198
2024
Q2 		$1.42M Sell
4,892
-1,346
-22% -$394K 0.05% 282
2024
Q1 		$1.76M Buy
6,238
+1,014
+19% +$271K 0.03% 269
2023
Q4 		$1.3M Buy
5,224
+1,014
+24% +$247K 0.04% 305
2023
Q3 		$930K Sell
4,210
-1,905
-31% -$421K 0.04% 346
2023
Q2 		$1.32M Sell
6,115
-76
-1% -$16.4K 0.05% 295
2023
Q1 		$1.41M Buy
6,191
+3,583
+137% +$828K 0.06% 283
2022
Q4 		$647K Buy
2,608
+800
+44% +$195K 0.04% 306
2022
Q3 		$384K Sell
1,808
-4,869
-73% -$1.1M 0.02% 387
2022
Q2 		$1.48M Sell
6,677
-2,493
-27% -$574K 0.06% 252
2022
Q1 		$2.21M Buy
9,170
+2,152
+31% +$478K 0.06% 251
2021
Q4 		$1.46M Buy
7,018
+886
+14% +$179K 0.03% 367
2021
Q3 		$1.2M Buy
6,132
+11
+0.2% +$2.15K 0.03% 368
2021
Q2 		$1.15M Sell
6,121
-502
-8% -$94.7K 0.03% 388
2021
Q1 		$1.2M Buy
+6,623
New +$1.08M 0.03% 391

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

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

Spire Wealth Management reduced its General Dynamics (GD) stake by 37% in Q2 2026, selling an estimated $377K and leaving 1,915 shares worth $679K. The position accounts for 0.02% of the portfolio, ranked #479.

Spire Wealth Management first reported a position in GD in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.46M in Q3 2024. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Spire Wealth Management held 1,915 shares of General Dynamics worth $679K as of Q2 2026.
  • Spire Wealth Management sold 1,101 General Dynamics shares in Q2 2026, an estimated $377K.
  • General Dynamics made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #479 holding.
  • Spire Wealth Management first reported a position in General Dynamics in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's General Dynamics position peaked at $2.46M in Q3 2024.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.