Holistic Planning’s General Dynamics GD Stock Holding History

Holistic 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 Q3	$212K	Buy	+638	New	+$237K	0.03%	334

Other funds holding GD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Holistic Planning's GD Position: Q3 2026 in Review

Holistic Planning opened a new position in General Dynamics (GD) in Q3 2026: 638 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #334 among its holdings.

1,383 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Holistic Planning held 638 shares of General Dynamics worth $212K as of Q3 2026.
General Dynamics was a new Holistic Planning position in Q3 2026.
General Dynamics made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #334 holding.
1,383 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.