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Peak Retirement Planning’s General Dynamics GD Stock Holding History

Peak Retirement Planning’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
2025
Q4 		– Sell
-612
Closed -$209K – 149
2025
Q3 		$209K Buy
+612
New +$193K 0.06% 125

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peak Retirement Planning's GD Position: Q4 2025 in Review

Peak Retirement Planning sold out of General Dynamics (GD) in Q4 2025, closing a stake of 612 shares — an estimated $209K sold.

Peak Retirement Planning first reported a position in GD in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 2,161 funds tracked by Wall St. Rank hold GD as of Q4 2025.

  • Peak Retirement Planning reported no remaining General Dynamics position as of Q4 2025 after selling out during the quarter.
  • Peak Retirement Planning sold 612 General Dynamics shares in Q4 2025, an estimated $209K.
  • Peak Retirement Planning first reported a position in General Dynamics in Q3 2025 and held it in 1 quarter.
  • Peak Retirement Planning's General Dynamics position peaked at $209K in Q3 2025.
  • 2,161 funds tracked by Wall St. Rank held General Dynamics as of Q4 2025.

Based on Peak Retirement Planning's 13F filing for Q4 2025, filed 10 Feb 2026.