TLWM Financial’s General Dynamics GD Stock Holding History

TLWM 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 Q3	$1.5M	Sell	4,520 -24	-0.5%	-$8.91K	0.24%	32
2026 Q2	$1.61M	Sell	4,544 -82	-2%	-$28.1K	0.26%	33
2026 Q1	$1.59M	Buy	4,626 +182	+4%	+$64.6K	0.29%	32
2025 Q4	$1.5M	Sell	4,444 -24	-0.5%	-$8.18K	0.27%	32
2025 Q3	$1.52M	Buy	4,468 +275	+7%	+$86.7K	0.27%	31
2025 Q2	$1.22M	Buy	4,193 +48	+1%	+$13.2K	0.23%	37
2025 Q1	$1.13M	Buy	4,145 +189	+5%	+$49.1K	0.23%	40
2024 Q4	$1.04M	Buy	+3,956	New	+$1.14M	0.21%	41
2019 Q1	–	Sell	-2,273	Closed	-$366K	–	57
2018 Q4	$366K	Buy	2,273 +90	+4%	+$16.1K	0.22%	46
2018 Q3	$445K	Buy	2,183 +11	+0.5%	+$2.15K	0.26%	42
2018 Q2	$397K	Sell	2,172 -12	-0.5%	-$2.46K	0.25%	43
2018 Q1	$483K	Buy	2,184 +74	+4%	+$16.1K	0.32%	37
2017 Q4	$429K	Buy	+2,110	New	+$431K	0.33%	37

Other funds holding GD

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

TLWM Financial's GD Position: Q3 2026 in Review

TLWM Financial reduced its General Dynamics (GD) stake by 0.53% in Q3 2026, selling an estimated $8.91K and leaving 4,520 shares worth $1.5M. The position accounts for 0.24% of the portfolio, ranked #32.

TLWM Financial first reported a position in GD in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.61M in Q2 2026. 750 funds tracked by Wall St. Rank hold GD as of Q3 2026.

TLWM Financial held 4,520 shares of General Dynamics worth $1.5M as of Q3 2026.
TLWM Financial sold 24 General Dynamics shares in Q3 2026, an estimated $8.91K.
General Dynamics made up 0.24% of TLWM Financial's portfolio in Q3 2026, its #32 holding.
TLWM Financial first reported a position in General Dynamics in Q4 2017 and has held it in 13 quarters since.
TLWM Financial's General Dynamics position peaked at $1.61M in Q2 2026.
750 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on TLWM Financial's 13F filing for Q3 2026, filed 9 Oct 2026.