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 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%	-$4.63K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

Wolff Financial Management's GD Position: Q2 2026 in Review

Wolff Financial Management held its General Dynamics (GD) position steady in Q2 2026 at 963 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #86.

Wolff Financial Management first reported a position in GD in Q4 2021 and has held it in 17 quarters since. 499 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Wolff Financial Management held 963 shares of General Dynamics worth $341K as of Q2 2026.
Wolff Financial Management left its General Dynamics share count unchanged in Q2 2026.
General Dynamics made up 0.07% of Wolff Financial Management's portfolio in Q2 2026, its #86 holding.
Wolff Financial Management first reported a position in General Dynamics in Q4 2021 and has held it in 17 quarters since.
499 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.