FPH
GD icon

Financial Planning Hawaii’s General Dynamics GD Stock Holding History

Financial Planning Hawaii’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 		$1.32M Buy
3,737
+460
+14% +$158K 0.71% 40
2026
Q1 		$1.12M Hold
3,277
– – 0.66% 42
2025
Q4 		$1.1M Buy
+3,277
New +$1.12M 0.64% 41

Other funds holding GD

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Financial Planning Hawaii's GD Position: Q2 2026 in Review

Financial Planning Hawaii increased its General Dynamics (GD) stake by 14% in Q2 2026, buying an estimated $158K and bringing the position to 3,737 shares worth $1.32M. The position accounts for 0.71% of the portfolio, ranked #40.

Financial Planning Hawaii first reported a position in GD in Q4 2025 and has held it in 3 quarters since. 1,344 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Financial Planning Hawaii held 3,737 shares of General Dynamics worth $1.32M as of Q2 2026.
  • Financial Planning Hawaii bought 460 General Dynamics shares in Q2 2026, an estimated $158K.
  • General Dynamics made up 0.71% of Financial Planning Hawaii's portfolio in Q2 2026, its #40 holding.
  • Financial Planning Hawaii first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 1,344 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.