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LifeSteps Financial’s General Dynamics GD Stock Holding History

LifeSteps 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 		$139K Buy
+392
New +$134K 0.06% 122
2024
Q2 		– Sell
-372
Closed -$105K – 205
2024
Q1 		$105K Buy
+372
New +$99.5K 0.08% 109

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

LifeSteps Financial's GD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in General Dynamics (GD) in Q2 2026: 392 shares worth $139K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in GD as recently as Q1 2024.

LifeSteps Financial first reported a position in GD in Q1 2024 and has held it in 2 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • LifeSteps Financial held 392 shares of General Dynamics worth $139K as of Q2 2026.
  • General Dynamics was a new LifeSteps Financial position in Q2 2026.
  • General Dynamics made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #122 holding.
  • LifeSteps Financial first reported a position in General Dynamics in Q1 2024 and has held it in 2 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.