Aspiriant LLC
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Aspiriant LLC’s General Dynamics GD Stock Holding History

Aspiriant LLC’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 		$1.58M Buy
4,776
+80
+2% +$29.7K 0.04% 133
2026
Q2 		$1.66M Buy
4,696
+332
+8% +$114K 0.04% 132
2026
Q1 		$1.5M Sell
4,364
-316
-7% -$112K 0.04% 129
2025
Q4 		$1.58M Buy
4,680
+247
+6% +$84.2K 0.05% 131
2025
Q3 		$1.51M Sell
4,433
-516
-10% -$163K 0.05% 117
2025
Q2 		$1.44M Buy
4,949
+454
+10% +$125K 0.05% 122
2025
Q1 		$1.23M Buy
4,495
+363
+9% +$94.4K 0.04% 128
2024
Q4 		$1.09M Sell
4,132
-54
-1% -$15.5K 0.04% 136
2024
Q3 		$1.27M Sell
4,186
-359
-8% -$106K 0.05% 127
2024
Q2 		$1.32M Sell
4,545
-424
-9% -$124K 0.05% 122
2024
Q1 		$1.4M Buy
4,969
+288
+6% +$77K 0.06% 121
2023
Q4 		$1.22M Buy
4,681
+7
+0.1% +$1.71K 0.05% 129
2023
Q3 		$1.03M Sell
4,674
-40
-0.8% -$8.85K 0.05% 129
2023
Q2 		$1.01M Sell
4,714
-22
-0.5% -$4.75K 0.05% 131
2023
Q1 		$1.08M Hold
4,736
– – 0.06% 127
2022
Q4 		$1.18M Buy
4,736
+91
+2% +$22.2K 0.06% 118
2022
Q3 		$986K Buy
4,645
+538
+13% +$122K 0.05% 119
2022
Q2 		$908K Sell
4,107
-1,576
-28% -$363K 0.04% 130
2022
Q1 		$1.37M Sell
5,683
-11
-0.2% -$2.44K 0.08% 108
2021
Q4 		$1.19M Buy
+5,694
New +$1.15M 0.06% 123

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TD Waterhouse Canada
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Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Aspiriant LLC's GD Position: Q3 2026 in Review

Aspiriant LLC increased its General Dynamics (GD) stake by 1.7% in Q3 2026, buying an estimated $29.7K and bringing the position to 4,776 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #133.

Aspiriant LLC first reported a position in GD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.66M in Q2 2026. 466 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Aspiriant LLC held 4,776 shares of General Dynamics worth $1.58M as of Q3 2026.
  • Aspiriant LLC bought 80 General Dynamics shares in Q3 2026, an estimated $29.7K.
  • General Dynamics made up 0.04% of Aspiriant LLC's portfolio in Q3 2026, its #133 holding.
  • Aspiriant LLC first reported a position in General Dynamics in Q4 2021 and has held it in 20 quarters since.
  • Aspiriant LLC's General Dynamics position peaked at $1.66M in Q2 2026.
  • 466 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.