JRPIM
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Journey Retirement Planning & Investment Management’s General Dynamics GD Stock Holding History

Journey Retirement Planning & Investment Management’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
-1,580
Closed -$532K – 172
2025
Q4 		$532K Buy
+1,580
New +$539K 0.11% 145

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Journey Retirement Planning & Investment Management's GD Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of General Dynamics (GD) in Q1 2026, closing a stake of 1,580 shares — an estimated $532K sold.

Journey Retirement Planning & Investment Management first reported a position in GD in Q4 2025 and held it in 1 quarter. The position peaked at $532K in Q4 2025. 2,214 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,580 General Dynamics shares in Q1 2026, an estimated $532K.
  • Journey Retirement Planning & Investment Management first reported a position in General Dynamics in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's General Dynamics position peaked at $532K in Q4 2025.
  • 2,214 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.