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TrueWealth Advisors’s General Dynamics GD Stock Holding History

TrueWealth Advisors’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 		$486K Sell
1,371
-10
-0.7% -$3.42K 0.11% 148
2026
Q1 		$474K Sell
1,381
-130
-9% -$46.1K 0.12% 145
2025
Q4 		$509K Sell
1,511
-28
-2% -$9.55K 0.13% 130
2025
Q3 		$525K Sell
1,539
-10
-0.6% -$3.15K 0.14% 129
2025
Q2 		$452K Sell
1,549
-69
-4% -$19K 0.13% 135
2025
Q1 		$441K Sell
1,618
-20
-1% -$5.2K 0.14% 123
2024
Q4 		$432K Sell
1,638
-27
-2% -$7.77K 0.14% 134
2024
Q3 		$503K Sell
1,665
-35
-2% -$10.3K 0.17% 108
2024
Q2 		$493K Sell
1,700
-51
-3% -$14.9K 0.18% 99
2024
Q1 		$495K Sell
1,751
-88
-5% -$23.5K 0.19% 93
2023
Q4 		$477K Sell
1,839
-28
-1% -$6.83K 0.19% 91
2023
Q3 		$413K Sell
1,867
-255
-12% -$56.4K 0.17% 97
2023
Q2 		$457K Buy
2,122
+97
+5% +$20.9K 0.19% 90
2023
Q1 		$462K Buy
2,025
+216
+12% +$49.9K 0.19% 88
2022
Q4 		$449K Buy
1,809
+69
+4% +$16.8K 0.2% 90
2022
Q3 		$369K Buy
1,740
+66
+4% +$14.9K 0.17% 95
2022
Q2 		$370K Buy
1,674
+30
+2% +$6.9K 0.17% 104
2022
Q1 		$343K Hold
1,644
– – 0.15% 122
2021
Q4 		$343K Buy
1,644
+421
+34% +$85K 0.15% 122
2021
Q3 		$240K Buy
+1,223
New +$239K 0.14% 121

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

TrueWealth Advisors's GD Position: Q2 2026 in Review

TrueWealth Advisors reduced its General Dynamics (GD) stake by 0.72% in Q2 2026, selling an estimated $3.42K and leaving 1,371 shares worth $486K. The position accounts for 0.11% of the portfolio, ranked #148.

TrueWealth Advisors first reported a position in GD in Q3 2021 and has held it in 20 quarters since. The position peaked at $525K in Q3 2025. 432 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • TrueWealth Advisors held 1,371 shares of General Dynamics worth $486K as of Q2 2026.
  • TrueWealth Advisors sold 10 General Dynamics shares in Q2 2026, an estimated $3.42K.
  • General Dynamics made up 0.11% of TrueWealth Advisors's portfolio in Q2 2026, its #148 holding.
  • TrueWealth Advisors first reported a position in General Dynamics in Q3 2021 and has held it in 20 quarters since.
  • TrueWealth Advisors's General Dynamics position peaked at $525K in Q3 2025.
  • 432 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.