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Essential Planning’s General Dynamics GD Stock Holding History

Essential 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
2025
Q1 		– Sell
-10,855
Closed -$3.13M – 154
2024
Q4 		$3.13M Buy
+10,855
New +$3.13M 0.02% 154

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Essential Planning's GD Position: Q1 2025 in Review

Essential Planning sold out of General Dynamics (GD) in Q1 2025, closing a stake of 10,855 shares — an estimated $3.13M sold.

Essential Planning first reported a position in GD in Q4 2024 and held it in 1 quarter. The position peaked at $3.13M in Q4 2024. 1,832 funds tracked by Wall St. Rank hold GD as of Q1 2025.

  • Essential Planning reported no remaining General Dynamics position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 10,855 General Dynamics shares in Q1 2025, an estimated $3.13M.
  • Essential Planning first reported a position in General Dynamics in Q4 2024 and held it in 1 quarter.
  • Essential Planning's General Dynamics position peaked at $3.13M in Q4 2024.
  • 1,832 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.