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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Lantz Financial's GD Position: Q2 2026 in Review

Lantz Financial reduced its General Dynamics (GD) stake by 0.27% in Q2 2026, selling an estimated $685 and leaving 751 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #223.

Lantz Financial first reported a position in GD in Q3 2024 and has held it in 6 quarters since. 499 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Lantz Financial held 751 shares of General Dynamics worth $266K as of Q2 2026.
  • Lantz Financial sold 2 General Dynamics shares in Q2 2026, an estimated $685.
  • General Dynamics made up 0.05% of Lantz Financial's portfolio in Q2 2026, its #223 holding.
  • Lantz Financial first reported a position in General Dynamics in Q3 2024 and has held it in 6 quarters since.
  • 499 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.