BPI
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BFC Planning, Inc.’s General Dynamics GD Stock Holding History

BFC Planning, Inc.’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 		$3.44M Buy
9,723
+305
+3% +$104K 0.14% 156
2026
Q1 		$3.23M Sell
9,418
-1,183
-11% -$420K 0.14% 145
2025
Q4 		$3.57M Buy
10,601
+8,772
+480% +$2.99M 0.16% 137
2025
Q3 		$624K Buy
1,829
+39
+2% +$12.3K 0.05% 327
2025
Q2 		$522K Buy
1,790
+87
+5% +$23.9K 0.04% 346
2025
Q1 		$464K Sell
1,703
-100
-6% -$26K 0.04% 340
2024
Q4 		$475K Buy
+1,803
New +$519K 0.04% 349

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $9.9B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s GD Position: Q2 2026 in Review

BFC Planning, Inc. increased its General Dynamics (GD) stake by 3.2% in Q2 2026, buying an estimated $104K and bringing the position to 9,723 shares worth $3.44M. The position accounts for 0.14% of the portfolio, ranked #156.

BFC Planning, Inc. first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.57M in Q4 2025. 2,225 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • BFC Planning, Inc. held 9,723 shares of General Dynamics worth $3.44M as of Q2 2026.
  • BFC Planning, Inc. bought 305 General Dynamics shares in Q2 2026, an estimated $104K.
  • General Dynamics made up 0.14% of BFC Planning, Inc.'s portfolio in Q2 2026, its #156 holding.
  • BFC Planning, Inc. first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s General Dynamics position peaked at $3.57M in Q4 2025.
  • 2,225 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.