Valley Wealth Managers
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Valley Wealth Managers’s General Dynamics GD Stock Holding History

Valley Wealth Managers’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 		$4.87M Buy
14,678
+106
+0.7% +$39.4K 0.28% 79
2026
Q2 		$5.16M Buy
14,572
+278
+2% +$95.2K 0.3% 75
2026
Q1 		$4.91M Buy
14,294
+68
+0.5% +$24.1K 0.32% 69
2025
Q4 		$4.79M Buy
14,226
+66
+0.5% +$22.5K 0.31% 69
2025
Q3 		$4.83M Buy
14,160
+186
+1% +$58.6K 0.32% 65
2025
Q2 		$4.08M Buy
13,974
+440
+3% +$121K 0.29% 79
2025
Q1 		$3.69M Buy
13,534
+228
+2% +$59.3K 0.28% 87
2024
Q4 		$3.51M Sell
13,306
-1,309
-9% -$377K 0.26% 83
2024
Q3 		$4.42M Sell
14,615
-421
-3% -$124K 0.33% 72
2024
Q2 		$4.36M Sell
15,036
-2,240
-13% -$656K 0.35% 61
2024
Q1 		$4.88M Sell
17,276
-1,959
-10% -$524K 0.37% 63
2023
Q4 		$4.99M Sell
19,235
-1,009
-5% -$246K 0.39% 60
2023
Q3 		$4.47M Sell
20,244
-600
-3% -$133K 0.37% 66
2023
Q2 		$4.48M Buy
20,844
+72
+0.3% +$15.5K 0.4% 59
2023
Q1 		$4.74M Buy
20,772
+122
+0.6% +$28.2K 0.43% 59
2022
Q4 		$5.12M Sell
20,650
-261
-1% -$63.7K 0.48% 53
2022
Q3 		$4.44M Sell
20,911
-221
-1% -$49.9K 0.44% 54
2022
Q2 		$4.68M Buy
21,132
+579
+3% +$133K 0.44% 53
2022
Q1 		$4.96M Buy
20,553
+76
+0.4% +$16.9K 0.41% 53
2021
Q4 		$4.27M Sell
20,477
-118
-0.6% -$23.8K 0.34% 67
2021
Q3 		$4.04M Buy
20,595
+161
+0.8% +$31.5K 0.35% 61
2021
Q2 		$3.85M Buy
20,434
+1,252
+7% +$236K 0.33% 67
2021
Q1 		$3.48M Buy
+19,182
New +$3.13M 0.31% 69

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Valley Wealth Managers's GD Position: Q3 2026 in Review

Valley Wealth Managers increased its General Dynamics (GD) stake by 0.73% in Q3 2026, buying an estimated $39.4K and bringing the position to 14,678 shares worth $4.87M. The position accounts for 0.28% of the portfolio, ranked #79.

Valley Wealth Managers first reported a position in GD in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.16M in Q2 2026. 517 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Valley Wealth Managers held 14,678 shares of General Dynamics worth $4.87M as of Q3 2026.
  • Valley Wealth Managers bought 106 General Dynamics shares in Q3 2026, an estimated $39.4K.
  • General Dynamics made up 0.28% of Valley Wealth Managers's portfolio in Q3 2026, its #79 holding.
  • Valley Wealth Managers first reported a position in General Dynamics in Q1 2021 and has held it in 23 quarters since.
  • Valley Wealth Managers's General Dynamics position peaked at $5.16M in Q2 2026.
  • 517 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.