TWD
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True Wealth Design’s General Dynamics GD Stock Holding History

True Wealth Design’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 		$164K Sell
464
-80
-15% -$27.4K 0.04% 145
2026
Q1 		$187K Buy
544
+78
+17% +$27.7K 0.05% 106
2025
Q4 		$157K Buy
466
+107
+30% +$36.5K 0.05% 110
2025
Q3 		$122K Buy
359
+298
+489% +$93.9K 0.04% 127
2025
Q2 		$17.7K Buy
61
+33
+118% +$9.08K 0.01% 411
2025
Q1 		$7.57K Buy
28
+25
+833% +$6.5K ﹤0.01% 553
2024
Q4 		$725 Sell
3
-108
-97% -$31.1K ﹤0.01% 1020
2024
Q3 		$33.5K Buy
+111
New +$32.6K 0.01% 217

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

True Wealth Design's GD Position: Q2 2026 in Review

True Wealth Design reduced its General Dynamics (GD) stake by 15% in Q2 2026, selling an estimated $27.4K and leaving 464 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #145.

True Wealth Design first reported a position in GD in Q3 2024 and has held it in 8 quarters since. The position peaked at $187K in Q1 2026. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • True Wealth Design held 464 shares of General Dynamics worth $164K as of Q2 2026.
  • True Wealth Design sold 80 General Dynamics shares in Q2 2026, an estimated $27.4K.
  • General Dynamics made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #145 holding.
  • True Wealth Design first reported a position in General Dynamics in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's General Dynamics position peaked at $187K in Q1 2026.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.