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Unique Wealth Strategies’s General Dynamics GD Stock Holding History

Unique Wealth Strategies’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 		$1.89M Buy
5,348
+1,722
+47% +$590K 0.69% 25
2026
Q1 		$1.24M Sell
3,626
-1,651
-31% -$586K 0.5% 45
2025
Q4 		$1.78M Sell
5,277
-185
-3% -$63.1K 0.69% 32
2025
Q3 		$1.86M Buy
5,462
+1,861
+52% +$587K 0.72% 27
2025
Q2 		$1.05M Sell
3,601
-78
-2% -$21.5K 0.44% 58
2025
Q1 		$1M Sell
3,679
-39
-1% -$10.1K 0.46% 53
2024
Q4 		$980K Sell
3,718
-115
-3% -$33.1K 0.43% 58
2024
Q3 		$1.16M Buy
3,833
+94
+3% +$27.6K 0.49% 53
2024
Q2 		$1.06M Hold
3,739
– – 0.49% 50
2024
Q1 		$1.06M Buy
3,739
+146
+4% +$39K 0.52% 50
2023
Q4 		$933K Buy
+3,593
New +$877K 0.62% 44

Other funds holding GD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
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

Unique Wealth Strategies's GD Position: Q2 2026 in Review

Unique Wealth Strategies increased its General Dynamics (GD) stake by 47% in Q2 2026, buying an estimated $590K and bringing the position to 5,348 shares worth $1.89M. The position accounts for 0.69% of the portfolio, ranked #25.

Unique Wealth Strategies first reported a position in GD in Q4 2023 and has held it in 11 quarters since. 573 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Unique Wealth Strategies held 5,348 shares of General Dynamics worth $1.89M as of Q2 2026.
  • Unique Wealth Strategies bought 1,722 General Dynamics shares in Q2 2026, an estimated $590K.
  • General Dynamics made up 0.69% of Unique Wealth Strategies's portfolio in Q2 2026, its #25 holding.
  • Unique Wealth Strategies first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
  • 573 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.