KFP
GD icon

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 $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return