Keener Financial Planning’s General Dynamics GD Stock Holding History

Keener Financial 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
2025 Q4	–	Sell	-31	Closed	-$10K	–	106
2025 Q3	$10K	Hold	31	–	–	﹤0.01%	156
2025 Q2	$9K	Hold	31	–	–	﹤0.01%	162
2025 Q1	$8K	Hold	31	–	–	0.01%	130
2024 Q4	$8K	Hold	31	–	–	﹤0.01%	141
2024 Q3	$9K	Hold	31	–	–	0.01%	134
2024 Q2	$8K	Sell	31 -29	-48%	-$8.49K	0.01%	140
2024 Q1	$17K	Buy	+60	New	+$16K	0.01%	132

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keener Financial Planning's GD Position: Q4 2025 in Review

Keener Financial Planning sold out of General Dynamics (GD) in Q4 2025, closing a stake of 31 shares — an estimated $10K sold.

Keener Financial Planning first reported a position in GD in Q1 2024 and held it in 7 quarters. The position peaked at $17K in Q1 2024. 2,161 funds tracked by Wall St. Rank hold GD as of Q4 2025.

Keener Financial Planning reported no remaining General Dynamics position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 31 General Dynamics shares in Q4 2025, an estimated $10K.
Keener Financial Planning first reported a position in General Dynamics in Q1 2024 and held it in 7 quarters.
Keener Financial Planning's General Dynamics position peaked at $17K in Q1 2024.
2,161 funds tracked by Wall St. Rank held General Dynamics as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.