COMPASS FINANCIAL MANAGEMENT LLC’s General Dynamics GD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$169K	Buy	+457	New	+$157K	0.02%	452

Other funds holding GD

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in General Dynamics (GD) in Q2 2026: 457 shares worth $169K. The stake represents 0.02% of the portfolio and ranks #452 among its holdings.

1,837 funds tracked by Wall St. Rank hold GD as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 457 shares of General Dynamics worth $169K as of Q2 2026.
General Dynamics was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
General Dynamics made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #452 holding.
1,837 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.