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Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

GD holding history

General Dynamics Corp in every 13F filed by Confluence Wealth Services, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GD overviewAll 13F holders of GDFull Q2 2026 holdings

Shares (Q2 2026)
6,819
Value
$2.42M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of GD by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,819$2.42M0.1%+1,893+38.4%AddedHolders
Q1 20264,926$1.69M0.1%00.0%UnchangedHolders
Q4 20254,926$1.66M0.1%−1,586−24.4%ReducedHolders
Q3 20256,512$2.22M0.1%+1,896+41.1%AddedHolders
Q2 20254,616$1.35M0.1%+17+0.4%AddedHolders
Q1 20254,599$1.22M0.1%00.0%UnchangedHolders
Q4 20244,599$1.24M0.1%−45−1.0%ReducedHolders
Q3 20244,644$1.40M0.1%−614−11.7%ReducedHolders
Q2 20245,258$1.53M0.1%+278+5.6%AddedHolders
Q1 20244,980$1.41M0.1%+241+5.1%AddedHolders
Q4 20234,739$1.23M0.1%−57−1.2%ReducedHolders
Q3 20234,796$1.06M0.2%+57+1.2%AddedHolders
Q2 20234,739$1.02M0.2%−10−0.2%ReducedHolders
Q1 20234,749$1.08M0.3%+111+2.4%AddedHolders
Q4 20224,638$1.15M0.3%−5−0.1%ReducedHolders
Q3 20224,643$985.0K0.4%−922−16.6%ReducedHolders
Q2 20225,565$1.29M0.6%−65−1.2%ReducedHolders
Q1 20225,630$1.36M0.5%00.0%UnchangedHolders
Q4 20215,630$1.17M0.4%–No prior filingHolders