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 Q2	$272K	Buy	769 +10	+1%	+$3.42K	0.02%	239
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 $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascade Financial Partners's GD Position: Q2 2026 in Review

Cascade Financial Partners increased its General Dynamics (GD) stake by 1.3% in Q2 2026, buying an estimated $3.42K and bringing the position to 769 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #239.

Cascade Financial Partners first reported a position in GD in Q1 2024 and has held it in 10 quarters since. 2,219 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Cascade Financial Partners held 769 shares of General Dynamics worth $272K as of Q2 2026.
Cascade Financial Partners bought 10 General Dynamics shares in Q2 2026, an estimated $3.42K.
General Dynamics made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #239 holding.
Cascade Financial Partners first reported a position in General Dynamics in Q1 2024 and has held it in 10 quarters since.
2,219 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.