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Cornerstone Planning Group’s General Dynamics GD Stock Holding History

Cornerstone Planning Group’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 		$112K Sell
299
-14
-4% -$4.79K 0.01% 231
2026
Q1 		$109K Buy
313
+79
+34% +$28K 0.01% 233
2025
Q4 		$83.6K Sell
234
-12
-5% -$4.09K 0.01% 236
2025
Q3 		$84.6K Buy
246
+56
+29% +$17.6K 0.01% 235
2025
Q2 		$59.7K Sell
190
-26
-12% -$7.16K 0.01% 213
2025
Q1 		$57.3K Buy
216
+84
+64% +$21.8K 0.01% 211
2024
Q4 		$35.7K Sell
132
-4
-3% -$1.15K 0.01% 226
2024
Q3 		$41.1K Sell
136
-21
-13% -$6.17K 0.01% 208
2024
Q2 		$44.7K Sell
157
-19
-11% -$5.57K 0.01% 214
2024
Q1 		$50.5K Sell
176
-27
-13% -$7.22K 0.02% 173
2023
Q4 		$52.7K Hold
203
– – 0.02% 178
2023
Q3 		$44.8K Sell
203
-10
-5% -$2.21K 0.02% 195
2023
Q2 		$45.8K Buy
+213
New +$46K 0.02% 259
2022
Q4 		$50.6K Buy
+218
New +$53.2K 0.02% 261

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cornerstone Planning Group's GD Position: Q2 2026 in Review

Cornerstone Planning Group reduced its General Dynamics (GD) stake by 4.5% in Q2 2026, selling an estimated $4.79K and leaving 299 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #231.

Cornerstone Planning Group first reported a position in GD in Q4 2022 and has held it in 14 quarters since. 2,219 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Cornerstone Planning Group held 299 shares of General Dynamics worth $112K as of Q2 2026.
  • Cornerstone Planning Group sold 14 General Dynamics shares in Q2 2026, an estimated $4.79K.
  • General Dynamics made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #231 holding.
  • Cornerstone Planning Group first reported a position in General Dynamics in Q4 2022 and has held it in 14 quarters since.
  • 2,219 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.