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Willner & Heller’s General Dynamics GD Stock Holding History

Willner & Heller’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 		$726K Buy
2,050
+28
+1% +$9.59K 0.45% 65
2026
Q1 		$694K Buy
2,022
+9
+0.4% +$3.19K 0.52% 59
2025
Q4 		$678K Sell
2,013
-91
-4% -$31K 0.49% 61
2025
Q3 		$718K Buy
2,104
+4
+0.2% +$1.26K 0.55% 53
2025
Q2 		$612K Buy
2,100
+10
+0.5% +$2.75K 0.52% 63
2025
Q1 		$570K Buy
2,090
+73
+4% +$19K 0.53% 61
2024
Q4 		$531K Buy
2,017
+106
+6% +$30.5K 0.47% 70
2024
Q3 		$578K Sell
1,911
-108
-5% -$31.7K 0.51% 58
2024
Q2 		$586K Buy
2,019
+86
+4% +$25.2K 0.56% 53
2024
Q1 		$546K Buy
1,933
+8
+0.4% +$2.14K 0.54% 61
2023
Q4 		$500K Buy
+1,925
New +$470K 0.56% 60
2022
Q4 		$470K Buy
1,896
+6
+0.3% +$1.46K 0.67% 50
2022
Q3 		$401K Sell
1,890
-3
-0.2% -$678 0.65% 55
2022
Q2 		$419K Buy
1,893
+157
+9% +$36.1K 0.65% 51
2022
Q1 		$362K Buy
1,736
+7
+0.4% +$1.55K 0.45% 79
2021
Q4 		$339K Buy
+1,729
New +$349K 0.45% 80

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Willner & Heller's GD Position: Q2 2026 in Review

Willner & Heller increased its General Dynamics (GD) stake by 1.4% in Q2 2026, buying an estimated $9.59K and bringing the position to 2,050 shares worth $726K. The position accounts for 0.45% of the portfolio, ranked #65.

Willner & Heller first reported a position in GD in Q4 2021 and has held it in 16 quarters since. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Willner & Heller held 2,050 shares of General Dynamics worth $726K as of Q2 2026.
  • Willner & Heller bought 28 General Dynamics shares in Q2 2026, an estimated $9.59K.
  • General Dynamics made up 0.45% of Willner & Heller's portfolio in Q2 2026, its #65 holding.
  • Willner & Heller first reported a position in General Dynamics in Q4 2021 and has held it in 16 quarters since.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.