CFFP
GD icon

Center for Financial Planning’s General Dynamics GD Stock Holding History

Center for 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
2026
Q2 		$27.6K Hold
78
– – ﹤0.01% 395
2026
Q1 		$26.8K Sell
78
-15
-16% -$5.32K ﹤0.01% 386
2025
Q4 		$31.3K Buy
93
+64
+221% +$21.8K ﹤0.01% 357
2025
Q3 		$9.89K Buy
+29
New +$9.14K ﹤0.01% 490
2024
Q4 		– Sell
-42
Closed -$12.7K – 687
2024
Q3 		$12.7K Hold
42
– – ﹤0.01% 379
2024
Q2 		$12.2K Hold
42
– – ﹤0.01% 372
2024
Q1 		$11.9K Sell
42
-100
-70% -$26.7K ﹤0.01% 387
2023
Q4 		$36.9K Sell
142
-20
-12% -$4.88K 0.01% 256
2023
Q3 		$35.8K Hold
162
– – 0.01% 246
2023
Q2 		$34.9K Sell
162
-36
-18% -$7.77K 0.01% 270
2023
Q1 		$45.2K Sell
198
-300
-60% -$69.3K 0.01% 225
2022
Q4 		$124K Sell
498
-75
-13% -$18.3K 0.03% 149
2022
Q3 		$122K Hold
573
– – 0.03% 143
2022
Q2 		$127K Hold
573
– – 0.03% 148
2022
Q1 		$138K Buy
573
+111
+24% +$24.6K 0.03% 149
2021
Q4 		$96K Buy
462
+62
+16% +$12.5K 0.02% 175
2021
Q3 		$78K Hold
400
– – 0.02% 179
2021
Q2 		$75K Hold
400
– – 0.02% 184
2021
Q1 		$73K Hold
400
– – 0.02% 180
2020
Q4 		$60K Hold
400
– – 0.02% 189
2020
Q3 		$55K Hold
400
– – 0.02% 179
2020
Q2 		$60K Hold
400
– – 0.02% 174
2020
Q1 		$53K Hold
400
– – 0.02% 168
2019
Q4 		$71K Buy
+400
New +$71.8K 0.02% 160

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Center for Financial Planning's GD Position: Q2 2026 in Review

Center for Financial Planning held its General Dynamics (GD) position steady in Q2 2026 at 78 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Center for Financial Planning first reported a position in GD in Q4 2019 and has held it in 24 quarters since. The position peaked at $138K in Q1 2022. 726 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Center for Financial Planning held 78 shares of General Dynamics worth $27.6K as of Q2 2026.
  • Center for Financial Planning left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #395 holding.
  • Center for Financial Planning first reported a position in General Dynamics in Q4 2019 and has held it in 24 quarters since.
  • Center for Financial Planning's General Dynamics position peaked at $138K in Q1 2022.
  • 726 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.