Triangle Securities Wealth Management’s General Dynamics GD Stock Holding History

Triangle Securities 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	$1.19M	Sell	3,347 -10	-0.3%	-$3.42K	0.24%	95
2026 Q1	$1.15M	Sell	3,357 -13	-0.4%	-$4.61K	0.26%	93
2025 Q4	$1.13M	Sell	3,370 -33	-1%	-$11.3K	0.24%	98
2025 Q3	$1.16M	Sell	3,403 -60	-2%	-$18.9K	0.26%	94
2025 Q2	$1.01M	Sell	3,463 -7	-0.2%	-$1.93K	0.25%	107
2025 Q1	$946K	Sell	3,470 -68	-2%	-$17.7K	0.24%	110
2024 Q4	$932K	Sell	3,538 -30	-0.8%	-$8.64K	0.24%	104
2024 Q3	$1.08M	Sell	3,568 -23	-0.6%	-$6.76K	0.28%	94
2024 Q2	$1.04M	Sell	3,591 -53	-1%	-$15.5K	0.29%	93
2024 Q1	$1.03M	Hold	3,644	–	–	0.29%	98
2023 Q4	$946K	Sell	3,644 -89	-2%	-$21.7K	0.29%	100
2023 Q3	$825K	Sell	3,733 -64	-2%	-$14.2K	0.29%	94
2023 Q2	$817K	Sell	3,797 -50	-1%	-$10.8K	0.28%	104
2023 Q1	$878K	Sell	3,847 -164	-4%	-$37.9K	0.31%	98
2022 Q4	$995K	Sell	4,011 -290	-7%	-$70.7K	0.36%	80
2022 Q3	$913K	Sell	4,301 -132	-3%	-$29.8K	0.37%	79
2022 Q2	$981K	Sell	4,433 -392	-8%	-$90.2K	0.38%	76
2022 Q1	$1.16M	Sell	4,825 -227	-4%	-$50.4K	0.39%	78
2021 Q4	$1.05M	Sell	5,052 -137	-3%	-$27.7K	0.33%	93
2021 Q3	$1.02M	Sell	5,189 -80	-2%	-$15.7K	0.35%	89
2021 Q2	$992K	Sell	5,269 -45	-0.8%	-$8.49K	0.34%	90
2021 Q1	$965K	Sell	5,314 -77	-1%	-$12.6K	0.35%	91
2020 Q4	$802K	Buy	5,391 +96	+2%	+$14K	0.32%	99
2020 Q3	$733K	Sell	5,295 -245	-4%	-$36.2K	0.33%	93
2020 Q2	$828K	Sell	5,540 -120	-2%	-$16.9K	0.4%	77
2020 Q1	$749K	Sell	5,660 -280	-5%	-$46.5K	0.43%	71
2019 Q4	$1.05M	Sell	5,940 -134	-2%	-$24.1K	0.45%	65
2019 Q3	$1.11M	Buy	+6,074	New	+$1.13M	0.54%	61
2019 Q2	–	Sell	-6,071	Closed	-$1.03M	–	150
2019 Q1	$1.03M	Buy	6,071 +11	+0.2%	+$1.85K	0.54%	62
2018 Q4	$953K	Sell	6,060 -235	-4%	-$42.1K	0.56%	59
2018 Q3	$1.29M	Sell	6,295 -174	-3%	-$34K	0.68%	49
2018 Q2	$1.21M	Buy	6,469 +105	+2%	+$21.5K	0.67%	51
2018 Q1	$1.41M	Sell	6,364 -514	-7%	-$112K	0.81%	46
2017 Q4	$1.4M	Sell	6,878 -468	-6%	-$95.6K	0.8%	42
2017 Q3	$1.51M	Buy	7,346 +136	+2%	+$27.3K	0.9%	38
2017 Q2	$1.43M	Sell	7,210 -115	-2%	-$22.5K	0.94%	37
2017 Q1	$1.37M	Sell	7,325 -405	-5%	-$74.9K	0.87%	37
2016 Q4	$1.33M	Sell	7,730 -369	-5%	-$60.4K	0.89%	39
2016 Q3	$1.26M	Hold	8,099	–	–	0.87%	41
2016 Q2	$1.13M	Sell	8,099 -950	-10%	-$132K	0.84%	43
2016 Q1	$1.19M	Sell	9,049 -235	-3%	-$31.1K	0.78%	44
2015 Q4	$1.27M	Sell	9,284 -251	-3%	-$35.9K	0.85%	41
2015 Q3	$1.31M	Sell	9,535 -485	-5%	-$70.2K	0.99%	33
2015 Q2	$1.42M	Hold	10,020	–	–	1%	34
2015 Q1	$1.36M	Sell	10,020 -300	-3%	-$41.1K	0.94%	36
2014 Q4	$1.42M	Sell	10,320 -980	-9%	-$133K	1.01%	34
2014 Q3	$1.44M	Hold	11,300	–	–	1.1%	26
2014 Q2	$1.32M	Sell	11,300 -2,595	-19%	-$295K	1.01%	32
2014 Q1	$980K	Buy	13,895 +2,420	+21%	+$251K	0.88%	40
2013 Q4	$1.1M	Sell	11,475 -780	-6%	-$69.7K	0.89%	38
2013 Q3	$1.07M	Sell	12,255 -350	-3%	-$29.7K	0.94%	39
2013 Q2	$987K	Buy	+12,605	New	+$938K	0.73%	40

Other funds holding GD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

TNB

Thomasville National Bank Thomasville, Georgia $1.82B 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

Triangle Securities Wealth Management's GD Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its General Dynamics (GD) stake by 0.3% in Q2 2026, selling an estimated $3.42K and leaving 3,347 shares worth $1.19M. The position accounts for 0.24% of the portfolio, ranked #95.

Triangle Securities Wealth Management first reported a position in GD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.51M in Q3 2017. 520 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Triangle Securities Wealth Management held 3,347 shares of General Dynamics worth $1.19M as of Q2 2026.
Triangle Securities Wealth Management sold 10 General Dynamics shares in Q2 2026, an estimated $3.42K.
General Dynamics made up 0.24% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #95 holding.
Triangle Securities Wealth Management first reported a position in General Dynamics in Q2 2013 and has held it in 52 quarters since.
Triangle Securities Wealth Management's General Dynamics position peaked at $1.51M in Q3 2017.
520 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.