SWP Financial’s General Dynamics GD Stock Holding History

SWP Financial’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	$284K	Sell	801 -92	-10%	-$31.5K	0.13%	65
2026 Q1	$306K	Sell	893 -16	-2%	-$5.67K	0.16%	55
2025 Q4	$306K	Hold	909	–	–	0.15%	58
2025 Q3	$310K	Hold	909	–	–	0.16%	59
2025 Q2	$265K	Hold	909	–	–	0.15%	62
2025 Q1	$248K	Sell	909 -40	-4%	-$10.4K	0.15%	58
2024 Q4	$250K	Hold	949	–	–	0.15%	64
2024 Q3	$287K	Hold	949	–	–	0.18%	42
2024 Q2	$275K	Sell	949 -5	-0.5%	-$1.47K	0.18%	41
2024 Q1	$269K	Buy	954 +78	+9%	+$20.9K	0.19%	36
2023 Q4	$227K	Buy	+876	New	+$214K	0.18%	40

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

SWP Financial's GD Position: Q2 2026 in Review

SWP Financial reduced its General Dynamics (GD) stake by 10% in Q2 2026, selling an estimated $31.5K and leaving 801 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #65.

SWP Financial first reported a position in GD in Q4 2023 and has held it in 11 quarters since. The position peaked at $310K in Q3 2025. 714 funds tracked by Wall St. Rank hold GD as of Q2 2026.

SWP Financial held 801 shares of General Dynamics worth $284K as of Q2 2026.
SWP Financial sold 92 General Dynamics shares in Q2 2026, an estimated $31.5K.
General Dynamics made up 0.13% of SWP Financial's portfolio in Q2 2026, its #65 holding.
SWP Financial first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
SWP Financial's General Dynamics position peaked at $310K in Q3 2025.
714 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.