MPS Loria Financial Planners’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $320K | Hold |
933
| – | – | 0.08% | 68 |
|
|
2025
Q4 | $314K | Hold |
933
| – | – | 0.08% | 68 |
|
|
2025
Q3 | $318K | Buy |
933
+1
| +0.1% | +$315 | 0.08% | 66 |
|
|
2025
Q2 | $272K | Hold |
932
| – | – | 0.08% | 70 |
|
|
2025
Q1 | $254K | Hold |
932
| – | – | 0.08% | 72 |
|
|
2024
Q4 | $246K | Hold |
932
| – | – | 0.07% | 71 |
|
|
2024
Q3 | $282K | Sell |
932
-200
| -18% | -$58.8K | 0.08% | 65 |
|
|
2024
Q2 | $328K | Hold |
1,132
| – | – | 0.11% | 59 |
|
|
2024
Q1 | $320K | Sell |
1,132
-132
| -10% | -$35.3K | 0.11% | 60 |
|
|
2023
Q4 | $328K | Hold |
1,264
| – | – | 0.12% | 55 |
|
|
2023
Q3 | $279K | Hold |
1,264
| – | – | 0.11% | 62 |
|
|
2023
Q2 | $272K | Hold |
1,264
| – | – | 0.1% | 64 |
|
|
2023
Q1 | $289K | Buy |
1,264
+16
| +1% | +$3.7K | 0.12% | 59 |
|
|
2022
Q4 | $310K | Sell |
1,248
-16
| -1% | -$3.9K | 0.14% | 53 |
|
|
2022
Q3 | $268K | Sell |
1,264
-255
| -17% | -$57.6K | 0.1% | 58 |
|
|
2022
Q2 | $336K | Hold |
1,519
| – | – | 0.15% | 50 |
|
|
2022
Q1 | $366K | Hold |
1,519
| – | – | 0.15% | 53 |
|
|
2021
Q4 | $316K | Hold |
1,519
| – | – | 0.13% | 57 |
|
|
2021
Q3 | $297K | Sell |
1,519
-101
| -6% | -$19.8K | 0.14% | 58 |
|
|
2021
Q2 | $305K | Sell |
1,620
-236
| -13% | -$44.5K | 0.14% | 57 |
|
|
2021
Q1 | $337K | Buy |
1,856
+1
| +0.1% | +$163 | 0.16% | 52 |
|
|
2020
Q4 | $271K | Buy |
1,855
+24
| +1% | +$3.51K | 0.12% | 63 |
|
|
2020
Q3 | $253K | Buy |
1,831
+2
| +0.1% | +$295 | 0.13% | 58 |
|
|
2020
Q2 | $273K | Buy |
1,829
+2
| +0.1% | +$282 | 0.15% | 51 |
|
|
2020
Q1 | $241K | Buy |
1,827
+1
| +0.1% | +$166 | 0.19% | 53 |
|
|
2019
Q4 | $322K | Buy |
1,826
+1
| +0.1% | +$180 | 0.19% | 46 |
|
|
2019
Q3 | $333K | Buy |
1,825
+2
| +0.1% | +$372 | 0.22% | 43 |
|
|
2019
Q2 | $331K | Buy |
1,823
+1
| +0.1% | +$172 | 0.21% | 45 |
|
|
2019
Q1 | $309K | Buy |
1,822
+1
| +0.1% | +$168 | 0.2% | 46 |
|
|
2018
Q4 | $286K | Buy |
1,821
+1
| +0.1% | +$179 | 0.21% | 50 |
|
|
2018
Q3 | $373K | Buy |
1,820
+1
| +0.1% | +$196 | 0.23% | 41 |
|
|
2018
Q2 | $339K | Buy |
1,819
+1
| +0.1% | +$205 | 0.34% | 43 |
|
|
2018
Q1 | $402K | Buy |
1,818
+1
| +0.1% | +$218 | 0.28% | 38 |
|
|
2017
Q4 | $370K | Buy |
1,817
+201
| +12% | +$41.1K | 0.25% | 46 |
|
|
2017
Q3 | $332K | Hold |
1,616
| – | – | 0.24% | 49 |
|
|
2017
Q2 | $322K | Buy |
+1,616
| New | +$317K | 0.22% | 51 |
|
Other funds holding GD
LAMI
VCM
VPM
MPS Loria Financial Planners's GD Position: Q1 2026 in Review
MPS Loria Financial Planners held its General Dynamics (GD) position steady in Q1 2026 at 933 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #68.
MPS Loria Financial Planners first reported a position in GD in Q2 2017 and has held it in 36 quarters since. The position peaked at $402K in Q1 2018. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.
- MPS Loria Financial Planners held 933 shares of General Dynamics worth $320K as of Q1 2026.
- MPS Loria Financial Planners left its General Dynamics share count unchanged in Q1 2026.
- General Dynamics made up 0.08% of MPS Loria Financial Planners's portfolio in Q1 2026, its #68 holding.
- MPS Loria Financial Planners first reported a position in General Dynamics in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's General Dynamics position peaked at $402K in Q1 2018.
- 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.