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Wealth Management Associates’s General Dynamics GD Stock Holding History

Wealth Management Associates’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 		$244K Sell
688
-150
-18% -$51.4K 0.07% 217
2026
Q1 		$288K Buy
838
+234
+39% +$83K 0.1% 189
2025
Q4 		$203K Hold
604
– – 0.07% 222
2025
Q3 		$206K Buy
+604
New +$190K 0.07% 218

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

Wealth Management Associates's GD Position: Q2 2026 in Review

Wealth Management Associates reduced its General Dynamics (GD) stake by 18% in Q2 2026, selling an estimated $51.4K and leaving 688 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #217.

Wealth Management Associates first reported a position in GD in Q3 2025 and has held it in 4 quarters since. The position peaked at $288K in Q1 2026. 709 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Wealth Management Associates held 688 shares of General Dynamics worth $244K as of Q2 2026.
  • Wealth Management Associates sold 150 General Dynamics shares in Q2 2026, an estimated $51.4K.
  • General Dynamics made up 0.07% of Wealth Management Associates's portfolio in Q2 2026, its #217 holding.
  • Wealth Management Associates first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • Wealth Management Associates's General Dynamics position peaked at $288K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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