Waldron Private Wealth’s General Dynamics GD Stock Holding History

Waldron Private Wealth’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	$386K	Buy	1,091 +23	+2%	+$7.88K	0.01%	263
2026 Q1	$367K	Buy	1,068 +137	+15%	+$48.6K	0.01%	245
2025 Q4	$313K	Hold	931	–	–	0.01%	264
2025 Q3	$317K	Sell	931 -59	-6%	-$18.6K	0.01%	251
2025 Q2	$289K	Sell	990 -53	-5%	-$14.6K	0.01%	256
2025 Q1	$284K	Buy	1,043 +283	+37%	+$73.6K	0.01%	252
2024 Q4	$200K	Sell	760 -8	-1%	-$2.3K	0.01%	402
2024 Q3	$232K	Buy	768 +71	+10%	+$20.9K	0.01%	371
2024 Q2	$202K	Buy	+697	New	+$204K	0.01%	391

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Waldron Private Wealth's GD Position: Q2 2026 in Review

Waldron Private Wealth increased its General Dynamics (GD) stake by 2.2% in Q2 2026, buying an estimated $7.88K and bringing the position to 1,091 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #263.

Waldron Private Wealth first reported a position in GD in Q2 2024 and has held it in 9 quarters since. 709 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Waldron Private Wealth held 1,091 shares of General Dynamics worth $386K as of Q2 2026.
Waldron Private Wealth bought 23 General Dynamics shares in Q2 2026, an estimated $7.88K.
General Dynamics made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #263 holding.
Waldron Private Wealth first reported a position in General Dynamics in Q2 2024 and has held it in 9 quarters since.
709 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.