Creative Planning
GD icon

Creative Planning’s General Dynamics GD Stock Holding History

Creative 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
Q3 		$3.94K Buy
+100
New +$37.1K ﹤0.01% 4350

Other funds holding GD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Creative Planning's GD Position: Q3 2026 in Review

Creative Planning increased its General Dynamics (GD) stake by 17% in Q3 2026, buying an estimated $7.7M and bringing the position to 139,698 shares worth $46.4M. The position accounts for 0.03% of the portfolio, ranked #277.

Creative Planning first reported a position in GD in Q2 2013 and has held it in 53 quarters since. 955 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Creative Planning held 139,698 shares of General Dynamics worth $46.4M as of Q3 2026.
  • Creative Planning bought 20,749 General Dynamics shares in Q3 2026, an estimated $7.7M.
  • General Dynamics made up 0.03% of Creative Planning's portfolio in Q3 2026, its #277 holding.
  • Creative Planning first reported a position in General Dynamics in Q2 2013 and has held it in 53 quarters since.
  • 955 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.