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Estate Planners Group’s General Dynamics GD Stock Holding History

Estate Planners 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
Q1 		– Sell
-160
Closed -$53.9K – 188
2025
Q4 		$53.9K Buy
+160
New +$54.6K 0.02% 137

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

Estate Planners Group's GD Position: Q1 2026 in Review

Estate Planners Group sold out of General Dynamics (GD) in Q1 2026, closing a stake of 160 shares — an estimated $53.9K sold.

Estate Planners Group first reported a position in GD in Q4 2025 and held it in 1 quarter. The position peaked at $53.9K in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Estate Planners Group reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 160 General Dynamics shares in Q1 2026, an estimated $53.9K.
  • Estate Planners Group first reported a position in General Dynamics in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's General Dynamics position peaked at $53.9K in Q4 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.