BFP
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Briaud Financial Planning’s General Dynamics GD Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-200
Closed -$58K – 143
2025
Q2 		$58K Buy
200
+75
+60% +$20.6K 0.02% 91
2025
Q1 		$34K Hold
125
– – 0.01% 97
2024
Q4 		$32K Hold
125
– – 0.01% 97
2024
Q3 		$37K Hold
125
– – 0.02% 72
2024
Q2 		$36K Hold
125
– – 0.02% 70
2024
Q1 		$36K Buy
+125
New +$33.4K 0.02% 67
2023
Q4 		– Sell
-125
Closed -$27K – 71
2023
Q3 		$27K Buy
+125
New +$27.7K 0.02% 76

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Briaud Financial Planning's GD Position: Q3 2025 in Review

Briaud Financial Planning sold out of General Dynamics (GD) in Q3 2025, closing a stake of 200 shares — an estimated $58K sold.

Briaud Financial Planning first reported a position in GD in Q3 2023 and held it in 7 quarters. The position peaked at $58K in Q2 2025. 2,027 funds tracked by Wall St. Rank hold GD as of Q3 2025.

  • Briaud Financial Planning reported no remaining General Dynamics position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 200 General Dynamics shares in Q3 2025, an estimated $58K.
  • Briaud Financial Planning first reported a position in General Dynamics in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's General Dynamics position peaked at $58K in Q2 2025.
  • 2,027 funds tracked by Wall St. Rank held General Dynamics as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.