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

Wealth Enhancement Trust 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
Q2 		$47.1K Buy
133
+48
+56% +$16.4K 0.01% 494
2026
Q1 		$29.2K Hold
85
– – ﹤0.01% 512
2025
Q4 		$28.6K Buy
+85
New +$29K ﹤0.01% 491

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealth Enhancement Trust Services's GD Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its General Dynamics (GD) stake by 56% in Q2 2026, buying an estimated $16.4K and bringing the position to 133 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #494.

Wealth Enhancement Trust Services first reported a position in GD in Q4 2025 and has held it in 3 quarters since. 1,823 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Wealth Enhancement Trust Services held 133 shares of General Dynamics worth $47.1K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 48 General Dynamics shares in Q2 2026, an estimated $16.4K.
  • General Dynamics made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #494 holding.
  • Wealth Enhancement Trust Services first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 1,823 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.