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LifePlan Financial’s General Dynamics GD Stock Holding History

LifePlan 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 		$1.3M Buy
3,674
+241
+7% +$82.5K 0.91% 36
2026
Q1 		$1.18M Sell
3,433
-141
-4% -$50K 0.87% 37
2025
Q4 		$1.2M Sell
3,574
-2
-0.1% -$682 0.92% 33
2025
Q3 		$1.22M Buy
3,576
+223
+7% +$70.3K 0.97% 29
2025
Q2 		$978K Buy
3,353
+1,768
+112% +$487K 0.81% 38
2025
Q1 		$432K Buy
1,585
+51
+3% +$13.3K 0.38% 66
2024
Q4 		$404K Buy
1,534
+6
+0.4% +$1.73K 0.36% 68
2024
Q3 		$462K Buy
1,528
+207
+16% +$60.8K 0.4% 66
2024
Q2 		$383K Sell
1,321
-32
-2% -$9.37K 0.35% 73
2024
Q1 		$382K Sell
1,353
-301
-18% -$80.5K 0.35% 76
2023
Q4 		$429K Buy
+1,654
New +$403K 0.43% 69

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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 $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LifePlan Financial's GD Position: Q2 2026 in Review

LifePlan Financial increased its General Dynamics (GD) stake by 7% in Q2 2026, buying an estimated $82.5K and bringing the position to 3,674 shares worth $1.3M. The position accounts for 0.91% of the portfolio, ranked #36.

LifePlan Financial first reported a position in GD in Q4 2023 and has held it in 11 quarters since. 2,202 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • LifePlan Financial held 3,674 shares of General Dynamics worth $1.3M as of Q2 2026.
  • LifePlan Financial bought 241 General Dynamics shares in Q2 2026, an estimated $82.5K.
  • General Dynamics made up 0.91% of LifePlan Financial's portfolio in Q2 2026, its #36 holding.
  • LifePlan Financial first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
  • 2,202 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.