West Branch Capital’s General Dynamics GD Stock Holding History

West Branch Capital’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	$89.3K	Sell	252 -100	-28%	-$34.3K	0.02%	115
2026 Q1	$121K	Hold	352	–	–	0.03%	98
2025 Q4	$119K	Hold	352	–	–	0.03%	100
2025 Q3	$120K	Hold	352	–	–	0.03%	106
2025 Q2	$103K	Sell	352 -100	-22%	-$27.5K	0.03%	112
2025 Q1	$123K	Hold	452	–	–	0.04%	103
2024 Q4	$119K	Hold	452	–	–	0.04%	105
2024 Q3	$137K	Buy	452 +2	+0.4%	+$588	0.05%	99
2024 Q2	$131K	Hold	450	–	–	0.05%	104
2024 Q1	$127K	Hold	450	–	–	0.05%	105
2023 Q4	$117K	Hold	450	–	–	0.05%	104
2023 Q3	$99.4K	Hold	450	–	–	0.05%	113
2023 Q2	$96.8K	Hold	450	–	–	0.05%	115
2023 Q1	$103K	Hold	450	–	–	0.06%	115
2022 Q4	$112K	Hold	450	–	–	0.07%	114
2022 Q3	$95K	Hold	450	–	–	0.06%	124
2022 Q2	$100K	Hold	450	–	–	0.06%	121
2022 Q1	$109K	Hold	450	–	–	0.05%	122
2021 Q4	$94K	Sell	450 -65	-13%	-$13.1K	0.04%	150
2021 Q3	$101K	Hold	515	–	–	0.05%	131
2021 Q2	$97K	Buy	+515	New	+$97.1K	0.05%	140

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

West Branch Capital's GD Position: Q2 2026 in Review

West Branch Capital reduced its General Dynamics (GD) stake by 28% in Q2 2026, selling an estimated $34.3K and leaving 252 shares worth $89.3K. The position accounts for 0.02% of the portfolio, ranked #115.

West Branch Capital first reported a position in GD in Q2 2021 and has held it in 21 quarters since. The position peaked at $137K in Q3 2024. 757 funds tracked by Wall St. Rank hold GD as of Q2 2026.

West Branch Capital held 252 shares of General Dynamics worth $89.3K as of Q2 2026.
West Branch Capital sold 100 General Dynamics shares in Q2 2026, an estimated $34.3K.
General Dynamics made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #115 holding.
West Branch Capital first reported a position in General Dynamics in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's General Dynamics position peaked at $137K in Q3 2024.
757 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.