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Falcon Wealth Planning’s General Dynamics GD Stock Holding History

Falcon Wealth 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 		– Sell
-588
Closed -$202K – 256
2026
Q1 		$202K Sell
588
-87
-13% -$30.9K 0.01% 228
2025
Q4 		$227K Buy
+675
New +$230K 0.02% 194

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Falcon Wealth Planning's GD Position: Q2 2026 in Review

Falcon Wealth Planning sold out of General Dynamics (GD) in Q2 2026, closing a stake of 588 shares — an estimated $202K sold.

Falcon Wealth Planning first reported a position in GD in Q4 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Falcon Wealth Planning reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Falcon Wealth Planning sold 588 General Dynamics shares in Q2 2026, an estimated $202K.
  • Falcon Wealth Planning first reported a position in General Dynamics in Q4 2025 and held it in 2 quarters.
  • Falcon Wealth Planning's General Dynamics position peaked at $227K in Q4 2025.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.