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
Q3 		$187K Buy
565
+101
+22% +$37.5K 0.04% 134
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Wealth Design's GD Position: Q3 2026 in Review

True Wealth Design increased its General Dynamics (GD) stake by 22% in Q3 2026, buying an estimated $37.5K and bringing the position to 565 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #134.

True Wealth Design first reported a position in GD in Q3 2024 and has held it in 9 quarters since. 149 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • True Wealth Design held 565 shares of General Dynamics worth $187K as of Q3 2026.
  • True Wealth Design bought 101 General Dynamics shares in Q3 2026, an estimated $37.5K.
  • General Dynamics made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #134 holding.
  • True Wealth Design first reported a position in General Dynamics in Q3 2024 and has held it in 9 quarters since.
  • 149 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.