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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
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

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

WESPAC Advisors SoCal's GD Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its General Dynamics (GD) stake by 4.9% in Q2 2026, buying an estimated $366K and bringing the position to 23,054 shares worth $8.17M. The position accounts for 1.46% of the portfolio, ranked #25.

WESPAC Advisors SoCal first reported a position in GD in Q4 2015 and has held it in 27 quarters since. 440 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • WESPAC Advisors SoCal held 23,054 shares of General Dynamics worth $8.17M as of Q2 2026.
  • WESPAC Advisors SoCal bought 1,069 General Dynamics shares in Q2 2026, an estimated $366K.
  • General Dynamics made up 1.46% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #25 holding.
  • WESPAC Advisors SoCal first reported a position in General Dynamics in Q4 2015 and has held it in 27 quarters since.
  • 440 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.