Waypoint Wealth Counsel
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Waypoint Wealth Counsel’s General Dynamics GD Stock Holding History

Waypoint Wealth Counsel’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 		$258K Buy
779
+99
+15% +$36.8K 0.15% 120
2026
Q2 		$241K Sell
680
-311
-31% -$107K 0.15% 116
2026
Q1 		$340K Sell
991
-561
-36% -$199K 0.18% 120
2025
Q4 		$523K Buy
1,552
+130
+9% +$44.3K 0.19% 102
2025
Q3 		$485K Buy
+1,422
New +$448K 0.19% 98

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 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

Waypoint Wealth Counsel's GD Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its General Dynamics (GD) stake by 15% in Q3 2026, buying an estimated $36.8K and bringing the position to 779 shares worth $258K. The position accounts for 0.15% of the portfolio, ranked #120.

Waypoint Wealth Counsel first reported a position in GD in Q3 2025 and has held it in 5 quarters since. The position peaked at $523K in Q4 2025. 632 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Waypoint Wealth Counsel held 779 shares of General Dynamics worth $258K as of Q3 2026.
  • Waypoint Wealth Counsel bought 99 General Dynamics shares in Q3 2026, an estimated $36.8K.
  • General Dynamics made up 0.15% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #120 holding.
  • Waypoint Wealth Counsel first reported a position in General Dynamics in Q3 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's General Dynamics position peaked at $523K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.