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 Q3	$1.89M	Hold	5,348	–	–	0.69%	25
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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Unique Wealth Strategies's GD Position: Q3 2026 in Review

Unique Wealth Strategies held its General Dynamics (GD) position steady in Q3 2026 at 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 12 quarters since. 176 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Unique Wealth Strategies held 5,348 shares of General Dynamics worth $1.89M as of Q3 2026.
Unique Wealth Strategies left its General Dynamics share count unchanged in Q3 2026.
General Dynamics made up 0.69% of Unique Wealth Strategies's portfolio in Q3 2026, its #25 holding.
Unique Wealth Strategies first reported a position in General Dynamics in Q4 2023 and has held it in 12 quarters since.
176 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.