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 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 $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Asset Planning Inc's GD Position: Q1 2026 in Review

Asset Planning Inc held its General Dynamics (GD) position steady in Q1 2026 at 1,095 shares worth $376K. The position accounts for 0.27% of the portfolio, ranked #54.

Asset Planning Inc first reported a position in GD in Q4 2024 and has held it in 6 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Asset Planning Inc held 1,095 shares of General Dynamics worth $376K as of Q1 2026.
Asset Planning Inc left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.27% of Asset Planning Inc's portfolio in Q1 2026, its #54 holding.
Asset Planning Inc first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.