Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s General Dynamics GD Stock Holding History

Wealth Enhancement Advisory Services’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 		$74.7M Buy
270,923
+76,286
+39% +$28.3M 0.11% 170
2026
Q2 		$57.5M Buy
194,637
+19,195
+11% +$6.57M 0.1% 189
2026
Q1 		$46.7M Sell
175,442
-16,689
-9% -$5.92M 0.1% 198
2025
Q4 		$69.6M Buy
192,131
+1,610
+0.8% +$549K 0.09% 204
2025
Q3 		$65.4M Buy
190,521
+9,379
+5% +$2.96M 0.1% 198
2025
Q2 		$53.4M Buy
181,142
+8,781
+5% +$2.42M 0.09% 218
2025
Q1 		$47M Sell
172,361
-37,532
-18% -$9.8M 0.09% 216
2024
Q4 		$55.3M Buy
209,893
+54,996
+36% +$15.8M 0.11% 185
2024
Q3 		$46.8M Buy
154,897
+2,791
+2% +$820K 0.1% 201
2024
Q2 		$44.1M Buy
152,106
+4,370
+3% +$1.28M 0.1% 194
2024
Q1 		$41.7M Buy
147,736
+3,531
+2% +$944K 0.11% 192
2023
Q4 		$37.4M Buy
144,205
+3,160
+2% +$771K 0.11% 189
2023
Q3 		$31.2M Buy
141,045
+138,587
+5,638% +$30.7M 0.1% 203
2023
Q2 		$529K Sell
2,458
-644
-21% -$139K 0.01% 346
2023
Q1 		$708K Buy
+3,102
New +$717K 0.01% 354
2022
Q3 		– Sell
-9,042
Closed -$2M – 345
2022
Q2 		$2M Buy
+9,042
New +$2.08M 0.03% 202
2017
Q4 		– Sell
-20,252
Closed -$4.31M – 153
2017
Q3 		$4.31M Buy
20,252
+2,941
+17% +$589K 0.36% 39
2017
Q2 		$3.47M Buy
+17,311
New +$3.39M 0.32% 44

Other funds holding GD

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
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

Wealth Enhancement Advisory Services's GD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its General Dynamics (GD) stake by 39% in Q3 2026, buying an estimated $28.3M and bringing the position to 270,923 shares worth $74.7M. The position accounts for 0.11% of the portfolio, ranked #170.

Wealth Enhancement Advisory Services first reported a position in GD in Q2 2017 and has held it in 18 quarters since. 574 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 270,923 shares of General Dynamics worth $74.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 76,286 General Dynamics shares in Q3 2026, an estimated $28.3M.
  • General Dynamics made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #170 holding.
  • Wealth Enhancement Advisory Services first reported a position in General Dynamics in Q2 2017 and has held it in 18 quarters since.
  • 574 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.