Lantz Financial’s General Dynamics GD Stock Holding History

Lantz Financial’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	$248K	Sell	747 -4	-0.5%	-$1.48K	0.05%	237
2026 Q2	$266K	Sell	751 -2	-0.3%	-$685	0.05%	223
2026 Q1	$258K	Buy	753 +6	+0.8%	+$2.13K	0.05%	218
2025 Q4	$251K	Buy	747 +7	+0.9%	+$2.39K	0.05%	227
2025 Q3	$252K	Buy	740 +9	+1%	+$2.84K	0.06%	219
2025 Q2	$213K	Buy	+731	New	+$201K	0.05%	225
2024 Q4	–	Sell	-676	Closed	-$204K	–	232
2024 Q3	$204K	Buy	+676	New	+$199K	0.06%	220

Other funds holding GD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Lantz Financial's GD Position: Q3 2026 in Review

Lantz Financial reduced its General Dynamics (GD) stake by 0.53% in Q3 2026, selling an estimated $1.48K and leaving 747 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #237.

Lantz Financial first reported a position in GD in Q3 2024 and has held it in 7 quarters since. The position peaked at $266K in Q2 2026. 466 funds tracked by Wall St. Rank hold GD as of Q3 2026.

Lantz Financial held 747 shares of General Dynamics worth $248K as of Q3 2026.
Lantz Financial sold 4 General Dynamics shares in Q3 2026, an estimated $1.48K.
General Dynamics made up 0.05% of Lantz Financial's portfolio in Q3 2026, its #237 holding.
Lantz Financial first reported a position in General Dynamics in Q3 2024 and has held it in 7 quarters since.
Lantz Financial's General Dynamics position peaked at $266K in Q2 2026.
466 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.