CPC
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Consolidated Planning Corp’s General Dynamics GD Stock Holding History

Consolidated Planning Corp’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 		– Sell
-626
Closed -$211K – 163
2025
Q4 		$211K Hold
626
– – 0.02% 198
2025
Q3 		$213K Buy
+626
New +$197K 0.02% 183
2024
Q4 		– Sell
-20,606
Closed -$6.23M – 203
2024
Q3 		$6.23M Buy
20,606
+267
+1% +$78.5K 0.93% 33
2024
Q2 		$5.9M Buy
+20,339
New +$5.96M 0.97% 31

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Consolidated Planning Corp's GD Position: Q1 2026 in Review

Consolidated Planning Corp sold out of General Dynamics (GD) in Q1 2026, closing a stake of 626 shares — an estimated $211K sold.

Consolidated Planning Corp first reported a position in GD in Q2 2024 and held it in 4 quarters. The position peaked at $6.23M in Q3 2024. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Consolidated Planning Corp reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 626 General Dynamics shares in Q1 2026, an estimated $211K.
  • Consolidated Planning Corp first reported a position in General Dynamics in Q2 2024 and held it in 4 quarters.
  • Consolidated Planning Corp's General Dynamics position peaked at $6.23M in Q3 2024.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.