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Wellspring Financial Advisors’s General Dynamics GD Stock Holding History

Wellspring Financial Advisors’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 		$315K Sell
890
-2
-0.2% -$685 0.02% 214
2026
Q1 		$306K Sell
892
-60
-6% -$21.3K 0.02% 214
2025
Q4 		$321K Buy
+952
New +$325K 0.03% 190

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

Wellspring Financial Advisors's GD Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its General Dynamics (GD) stake by 0.22% in Q2 2026, selling an estimated $685 and leaving 890 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #214.

Wellspring Financial Advisors first reported a position in GD in Q4 2025 and has held it in 3 quarters since. The position peaked at $321K in Q4 2025. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Wellspring Financial Advisors held 890 shares of General Dynamics worth $315K as of Q2 2026.
  • Wellspring Financial Advisors sold 2 General Dynamics shares in Q2 2026, an estimated $685.
  • General Dynamics made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #214 holding.
  • Wellspring Financial Advisors first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's General Dynamics position peaked at $321K in Q4 2025.
  • 701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.