Cascade Financial Partners’s General Dynamics GD Stock Holding History

Cascade Financial 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 Q1	$261K	Hold	759	–	–	0.03%	221
2025 Q4	$256K	Sell	759 -22	-3%	-$7.5K	0.03%	230
2025 Q3	$266K	Hold	781	–	–	0.03%	218
2025 Q2	$228K	Hold	781	–	–	0.03%	234
2025 Q1	$213K	Sell	781 -2	-0.3%	-$520	0.03%	231
2024 Q4	$206K	Buy	783 +39	+5%	+$11.2K	0.03%	242
2024 Q3	$228K	Hold	744	–	–	0.03%	226
2024 Q2	$216K	Hold	744	–	–	0.03%	221
2024 Q1	$214K	Buy	+744	New	+$199K	0.03%	215

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

Cascade Financial Partners's GD Position: Q1 2026 in Review

Cascade Financial Partners held its General Dynamics (GD) position steady in Q1 2026 at 759 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #221.

Cascade Financial Partners first reported a position in GD in Q1 2024 and has held it in 9 quarters since. The position peaked at $266K in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Cascade Financial Partners held 759 shares of General Dynamics worth $261K as of Q1 2026.
Cascade Financial Partners left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #221 holding.
Cascade Financial Partners first reported a position in General Dynamics in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's General Dynamics position peaked at $266K in Q3 2025.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.