SFWA
GD icon

Summit Financial Wealth Advisors’s General Dynamics GD Stock Holding History

Summit Financial 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 		$384K Buy
1,084
+154
+17% +$52.7K 0.05% 152
2026
Q1 		$319K Buy
930
+150
+19% +$53.2K 0.05% 147
2025
Q4 		$263K Sell
780
-4
-0.5% -$1.36K 0.04% 160
2025
Q3 		$267K Buy
+784
New +$247K 0.04% 149

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Summit Financial Wealth Advisors's GD Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its General Dynamics (GD) stake by 17% in Q2 2026, buying an estimated $52.7K and bringing the position to 1,084 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #152.

Summit Financial Wealth Advisors first reported a position in GD in Q3 2025 and has held it in 4 quarters since. 709 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Summit Financial Wealth Advisors held 1,084 shares of General Dynamics worth $384K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 154 General Dynamics shares in Q2 2026, an estimated $52.7K.
  • General Dynamics made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Summit Financial Wealth Advisors first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • 709 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.