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Avantax Planning Partners’s General Dynamics GD Stock Holding History

Avantax Planning Partners’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 		$772K Sell
2,180
-103
-5% -$35.3K 0.02% 224
2026
Q1 		$784K Sell
2,283
-490
-18% -$174K 0.02% 220
2025
Q4 		$934K Sell
2,773
-32
-1% -$10.9K 0.03% 200
2025
Q3 		$957K Sell
2,805
-293
-9% -$92.3K 0.03% 198
2025
Q2 		$904K Sell
3,098
-259
-8% -$71.3K 0.03% 197
2025
Q1 		$915K Sell
3,357
-630
-16% -$164K 0.03% 190
2024
Q4 		$1.05M Buy
3,987
+126
+3% +$36.3K 0.04% 180
2024
Q3 		$1.17M Sell
3,861
-1,696
-31% -$498K 0.04% 172
2024
Q2 		$1.61M Sell
5,557
-1,072
-16% -$314K 0.05% 159
2024
Q1 		$1.87M Buy
6,629
+5,142
+346% +$1.38M 0.06% 149
2023
Q4 		$386K Sell
1,487
-81
-5% -$19.8K 0.01% 267
2023
Q3 		$346K Buy
1,568
+160
+11% +$35.4K 0.01% 262
2023
Q2 		$303K Hold
1,408
– – 0.01% 294
2023
Q1 		$321K Hold
1,408
– – 0.01% 278
2022
Q4 		$349K Sell
1,408
-298
-17% -$72.7K 0.01% 276
2022
Q3 		$362K Sell
1,706
-1,760
-51% -$398K 0.02% 260
2022
Q2 		$767K Sell
3,466
-78
-2% -$17.9K 0.03% 187
2022
Q1 		$855K Buy
3,544
+40
+1% +$8.88K 0.03% 172
2021
Q4 		$730K Buy
3,504
+217
+7% +$43.8K 0.03% 186
2021
Q3 		$644K Buy
3,287
+86
+3% +$16.8K 0.03% 178
2021
Q2 		$603K Buy
3,201
+1,771
+124% +$334K 0.03% 177
2021
Q1 		$260K Buy
1,430
+39
+3% +$6.37K 0.01% 258
2020
Q4 		$207K Sell
1,391
-134
-9% -$19.6K 0.01% 271
2020
Q3 		$211K Buy
+1,525
New +$225K 0.01% 275
2020
Q1 		– Sell
-1,161
Closed -$205K – 289
2019
Q4 		$205K Buy
+1,161
New +$208K 0.01% 291
2018
Q4 		– Sell
-1,033
Closed -$211K – 625
2018
Q3 		$211K Buy
+1,033
New +$202K 0.02% 231
2018
Q2 		– Sell
-1,096
Closed -$242K – 687
2018
Q1 		$242K Buy
+1,096
New +$238K 0.02% 267

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

Avantax Planning Partners's GD Position: Q2 2026 in Review

Avantax Planning Partners reduced its General Dynamics (GD) stake by 4.5% in Q2 2026, selling an estimated $35.3K and leaving 2,180 shares worth $772K. The position accounts for 0.02% of the portfolio, ranked #224.

Avantax Planning Partners first reported a position in GD in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.87M in Q1 2024. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Avantax Planning Partners held 2,180 shares of General Dynamics worth $772K as of Q2 2026.
  • Avantax Planning Partners sold 103 General Dynamics shares in Q2 2026, an estimated $35.3K.
  • General Dynamics made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #224 holding.
  • Avantax Planning Partners first reported a position in General Dynamics in Q1 2018 and has held it in 27 quarters since.
  • Avantax Planning Partners's General Dynamics position peaked at $1.87M in Q1 2024.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.