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Asset Planning Inc’s General Dynamics GD Stock Holding History

Asset Planning Inc’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 		$388K Buy
1,096
+1
+0.1% +$343 0.25% 61
2026
Q1 		$376K Hold
1,095
– – 0.27% 54
2025
Q4 		$369K Buy
1,095
+1
+0.1% +$341 0.26% 56
2025
Q3 		$373K Hold
1,094
– – 0.27% 61
2025
Q2 		$319K Buy
1,094
+1
+0.1% +$275 0.24% 64
2025
Q1 		$298K Buy
1,093
+1
+0.1% +$260 0.23% 63
2024
Q4 		$288K Buy
+1,092
New +$314K 0.22% 67

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Asset Planning Inc's GD Position: Q2 2026 in Review

Asset Planning Inc increased its General Dynamics (GD) stake by 0.09% in Q2 2026, buying an estimated $343 and bringing the position to 1,096 shares worth $388K. The position accounts for 0.25% of the portfolio, ranked #61.

Asset Planning Inc first reported a position in GD in Q4 2024 and has held it in 7 quarters since. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Asset Planning Inc held 1,096 shares of General Dynamics worth $388K as of Q2 2026.
  • Asset Planning Inc bought 1 General Dynamics share in Q2 2026, an estimated $343.
  • General Dynamics made up 0.25% of Asset Planning Inc's portfolio in Q2 2026, its #61 holding.
  • Asset Planning Inc first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.