TF
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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
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% -$8.19K 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

TLWM Financial's GD Position: Q2 2026 in Review

TLWM Financial reduced its General Dynamics (GD) stake by 1.8% in Q2 2026, selling an estimated $28.1K and leaving 4,544 shares worth $1.61M. The position accounts for 0.26% of the portfolio, ranked #33.

TLWM Financial first reported a position in GD in Q4 2017 and has held it in 12 quarters since. 379 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • TLWM Financial held 4,544 shares of General Dynamics worth $1.61M as of Q2 2026.
  • TLWM Financial sold 82 General Dynamics shares in Q2 2026, an estimated $28.1K.
  • General Dynamics made up 0.26% of TLWM Financial's portfolio in Q2 2026, its #33 holding.
  • TLWM Financial first reported a position in General Dynamics in Q4 2017 and has held it in 12 quarters since.
  • 379 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.