WESPAC Advisors SoCal
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WESPAC Advisors SoCal’s General Dynamics GD Stock Holding History

WESPAC Advisors SoCal’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 		$7.95M Buy
23,970
+916
+4% +$340K 1.44% 24
2026
Q2 		$8.17M Buy
23,054
+1,069
+5% +$366K 1.46% 25
2026
Q1 		$7.55M Buy
21,985
+738
+3% +$262K 1.6% 24
2025
Q4 		$7.15M Buy
21,247
+101
+0.5% +$34.4K 1.44% 26
2025
Q3 		$7.21M Sell
21,146
-428
-2% -$135K 1.46% 27
2025
Q2 		$6.29M Buy
21,574
+526
+2% +$145K 1.4% 31
2025
Q1 		$5.74M Sell
21,048
-148
-0.7% -$38.5K 1.49% 27
2024
Q4 		$5.58M Buy
21,196
+2,076
+11% +$598K 1.26% 27
2024
Q3 		$5.78M Buy
19,120
+627
+3% +$184K 1.34% 27
2024
Q2 		$5.37M Buy
18,493
+2,507
+16% +$734K 1.35% 27
2024
Q1 		$4.52M Buy
15,986
+186
+1% +$49.7K 1.18% 31
2023
Q4 		$4.1M Buy
15,800
+1,134
+8% +$277K 1.2% 31
2023
Q3 		$3.24M Sell
14,666
-76
-0.5% -$16.8K 1.1% 35
2023
Q2 		$3.17M Buy
14,742
+50
+0.3% +$10.8K 1.09% 31
2023
Q1 		$3.35M Buy
14,692
+24
+0.2% +$5.54K 1.16% 32
2022
Q4 		$3.64M Buy
+14,668
New +$3.58M 1.35% 30
2018
Q4 		– Sell
-21,780
Closed -$4.46M – 345
2018
Q3 		$4.46M Buy
21,780
+1,050
+5% +$205K 2.24% 19
2018
Q2 		$3.86M Buy
20,730
+200
+1% +$41K 2.23% 21
2018
Q1 		$4.54M Sell
20,530
-185
-0.9% -$40.2K 2.63% 14
2017
Q4 		$4.21M Buy
20,715
+19,715
+1,972% +$4.03M 2.4% 21
2017
Q3 		$205K Hold
1,000
– – 0.12% 84
2017
Q2 		$198K Hold
1,000
– – 0.13% 83
2017
Q1 		$187K Hold
1,000
– – 0.12% 85
2016
Q4 		$173K Hold
1,000
– – 0.11% 89
2016
Q3 		$155K Hold
1,000
– – 0.1% 86
2016
Q2 		$139K Hold
1,000
– – 0.09% 87
2016
Q1 		$131K Hold
1,000
– – 0.1% 81
2015
Q4 		$137K Buy
+1,000
New +$143K 0.09% 90

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Robeco Institutional Asset Management
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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

WESPAC Advisors SoCal's GD Position: Q3 2026 in Review

WESPAC Advisors SoCal increased its General Dynamics (GD) stake by 4% in Q3 2026, buying an estimated $340K and bringing the position to 23,970 shares worth $7.95M. The position accounts for 1.44% of the portfolio, ranked #24.

WESPAC Advisors SoCal first reported a position in GD in Q4 2015 and has held it in 28 quarters since. The position peaked at $8.17M in Q2 2026. 603 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • WESPAC Advisors SoCal held 23,970 shares of General Dynamics worth $7.95M as of Q3 2026.
  • WESPAC Advisors SoCal bought 916 General Dynamics shares in Q3 2026, an estimated $340K.
  • General Dynamics made up 1.44% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #24 holding.
  • WESPAC Advisors SoCal first reported a position in General Dynamics in Q4 2015 and has held it in 28 quarters since.
  • WESPAC Advisors SoCal's General Dynamics position peaked at $8.17M in Q2 2026.
  • 603 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.