Wolff Financial Management’s General Dynamics GD Stock Holding History

Wolff Financial Management’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	$320K	Hold	963	–	–	0.06%	89
2026 Q2	$341K	Hold	963	–	–	0.07%	86
2026 Q1	$331K	Hold	963	–	–	0.07%	86
2025 Q4	$324K	Hold	963	–	–	0.07%	84
2025 Q3	$328K	Sell	963 -3	-0.3%	-$946	0.08%	83
2025 Q2	$282K	Buy	966 +3	+0.3%	+$826	0.07%	83
2025 Q1	$262K	Hold	963	–	–	0.07%	84
2024 Q4	$254K	Hold	963	–	–	0.07%	86
2024 Q3	$291K	Buy	+963	New	+$283K	0.08%	83
2024 Q2	–	Sell	-980	Closed	-$277K	–	53
2024 Q1	$277K	Sell	980 -18	-2%	-$4.81K	0.08%	86
2023 Q4	$259K	Sell	998 -19	-2%	-$4.64K	0.08%	84
2023 Q3	$225K	Buy	+1,017	New	+$225K	0.08%	87
2023 Q2	–	Sell	-1,017	Closed	-$232K	–	53
2023 Q1	$232K	Hold	1,017	–	–	0.08%	91
2022 Q4	$252K	Hold	1,017	–	–	0.09%	89
2022 Q3	$215K	Hold	1,017	–	–	0.1%	93
2022 Q2	$225K	Hold	1,017	–	–	0.1%	92
2022 Q1	$245K	Hold	1,017	–	–	0.1%	95
2021 Q4	$212K	Buy	+1,017	New	+$205K	0.08%	101

Other funds holding GD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Wolff Financial Management's GD Position: Q3 2026 in Review

Wolff Financial Management held its General Dynamics (GD) position steady in Q3 2026 at 963 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #89.

Wolff Financial Management first reported a position in GD in Q4 2021 and has held it in 18 quarters since. The position peaked at $341K in Q2 2026. 632 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Wolff Financial Management held 963 shares of General Dynamics worth $320K as of Q3 2026.
Wolff Financial Management left its General Dynamics share count unchanged in Q3 2026.
General Dynamics made up 0.06% of Wolff Financial Management's portfolio in Q3 2026, its #89 holding.
Wolff Financial Management first reported a position in General Dynamics in Q4 2021 and has held it in 18 quarters since.
Wolff Financial Management's General Dynamics position peaked at $341K in Q2 2026.
632 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Wolff Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.