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Compass Financial Management’s General Dynamics GD Stock Holding History

Compass Financial Management’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

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compass Financial Management's GD Position: Q2 2026 in Review

Compass Financial Management 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.

2,119 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Compass Financial Management held 457 shares of General Dynamics worth $169K as of Q2 2026.
  • General Dynamics was a new Compass Financial Management position in Q2 2026.
  • General Dynamics made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #452 holding.
  • 2,119 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.