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Cornerstone Planning’s General Dynamics GD Stock Holding History

Cornerstone 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 		$3.09M Buy
8,734
+129
+1% +$44.2K 0.72% 52
2026
Q1 		$2.96M Sell
8,605
-1,502
-15% -$533K 0.67% 58
2025
Q4 		$3.42M Buy
+10,107
New +$3.45M 0.79% 43
2024
Q4 		$241K Buy
+915
New +$263K 0.09% 110

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's GD Position: Q2 2026 in Review

Cornerstone Planning increased its General Dynamics (GD) stake by 1.5% in Q2 2026, buying an estimated $44.2K and bringing the position to 8,734 shares worth $3.09M. The position accounts for 0.72% of the portfolio, ranked #52.

Cornerstone Planning first reported a position in GD in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.42M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Cornerstone Planning held 8,734 shares of General Dynamics worth $3.09M as of Q2 2026.
  • Cornerstone Planning bought 129 General Dynamics shares in Q2 2026, an estimated $44.2K.
  • General Dynamics made up 0.72% of Cornerstone Planning's portfolio in Q2 2026, its #52 holding.
  • Cornerstone Planning first reported a position in General Dynamics in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's General Dynamics position peaked at $3.42M in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.