Avantax Planning Partners
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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
Q3 		$723K Hold
2,180
– – 0.02% 241
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% -$92.4K 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% -$18K 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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Avantax Planning Partners's GD Position: Q3 2026 in Review

Avantax Planning Partners held its General Dynamics (GD) position steady in Q3 2026 at 2,180 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #241.

Avantax Planning Partners first reported a position in GD in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.87M in Q1 2024. 1,206 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Avantax Planning Partners held 2,180 shares of General Dynamics worth $723K as of Q3 2026.
  • Avantax Planning Partners left its General Dynamics share count unchanged in Q3 2026.
  • General Dynamics made up 0.02% of Avantax Planning Partners's portfolio in Q3 2026, its #241 holding.
  • Avantax Planning Partners first reported a position in General Dynamics in Q1 2018 and has held it in 28 quarters since.
  • Avantax Planning Partners's General Dynamics position peaked at $1.87M in Q1 2024.
  • 1,206 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.