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Valued Wealth Advisors’s General Dynamics GD Stock Holding History

Valued Wealth 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 		$7.13K Sell
20
-8
-29% -$2.74K ﹤0.01% 372
2026
Q1 		$9.65K Buy
28
+14
+100% +$4.97K ﹤0.01% 298
2025
Q4 		$4.75K Hold
14
– – ﹤0.01% 313
2025
Q3 		$4.81K Hold
14
– – ﹤0.01% 292
2025
Q2 		$4.12K Hold
14
– – ﹤0.01% 304
2025
Q1 		$3.85K Hold
14
– – ﹤0.01% 341
2024
Q4 		$3.72K Hold
14
– – ﹤0.01% 340
2024
Q3 		$4.27K Buy
14
+3
+27% +$882 ﹤0.01% 299
2024
Q2 		$3.23K Hold
11
– – ﹤0.01% 319
2024
Q1 		$3.14K Buy
11
+8
+267% +$2.14K ﹤0.01% 301
2023
Q4 		$682 Buy
+3
New +$732 ﹤0.01% 409

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 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

Valued Wealth Advisors's GD Position: Q2 2026 in Review

Valued Wealth Advisors reduced its General Dynamics (GD) stake by 29% in Q2 2026, selling an estimated $2.74K and leaving 20 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Valued Wealth Advisors first reported a position in GD in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.65K in Q1 2026. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Valued Wealth Advisors held 20 shares of General Dynamics worth $7.13K as of Q2 2026.
  • Valued Wealth Advisors sold 8 General Dynamics shares in Q2 2026, an estimated $2.74K.
  • General Dynamics made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #372 holding.
  • Valued Wealth Advisors first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's General Dynamics position peaked at $9.65K in Q1 2026.
  • 701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.