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Pinnacle Wealth Planning Services’s General Dynamics GD Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$716K Sell
2,086
-17
-0.8% -$6.03K 0.07% 145
2025
Q4 		$708K Sell
2,103
-6
-0.3% -$2.05K 0.07% 147
2025
Q3 		$719K Buy
2,109
+375
+22% +$118K 0.08% 139
2025
Q2 		$506K Buy
1,734
+95
+6% +$26.1K 0.07% 197
2025
Q1 		$447K Buy
1,639
+78
+5% +$20.3K 0.07% 181
2024
Q4 		$411K Sell
1,561
-172
-10% -$49.5K 0.06% 188
2024
Q3 		$524K Sell
1,733
-30
-2% -$8.82K 0.07% 185
2024
Q2 		$512K Sell
1,763
-15
-0.8% -$4.39K 0.07% 175
2024
Q1 		$502K Buy
1,778
+44
+3% +$11.8K 0.07% 191
2023
Q4 		$450K Sell
1,734
-18
-1% -$4.39K 0.07% 188
2023
Q3 		$387K Buy
1,752
+15
+0.9% +$3.32K 0.06% 203
2023
Q2 		$374K Sell
1,737
-454
-21% -$98K 0.06% 216
2023
Q1 		$500K Hold
2,191
– – 0.08% 173
2022
Q4 		$544K Buy
2,191
+110
+5% +$26.8K 0.1% 149
2022
Q3 		$442K Sell
2,081
-43
-2% -$9.72K 0.08% 159
2022
Q2 		$470K Buy
2,124
+346
+19% +$79.6K 0.08% 167
2022
Q1 		$429K Buy
1,778
+204
+13% +$45.3K 0.08% 191
2021
Q4 		$329K Sell
1,574
-3
-0.2% -$606 0.06% 245
2021
Q3 		$309K Buy
1,577
+12
+0.8% +$2.35K 0.07% 238
2021
Q2 		$294K Buy
1,565
+9
+0.6% +$1.7K 0.07% 234
2021
Q1 		$283K Buy
1,556
+107
+7% +$17.5K 0.07% 229
2020
Q4 		$215K Buy
+1,449
New +$212K 0.05% 262
2020
Q3 		– Sell
-1,371
Closed -$205K – 281
2020
Q2 		$205K Sell
1,371
-236
-15% -$33.3K 0.07% 222
2020
Q1 		$212K Buy
+1,607
New +$267K 0.1% 180

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's GD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its General Dynamics (GD) stake by 0.81% in Q1 2026, selling an estimated $6.03K and leaving 2,086 shares worth $716K. The position accounts for 0.07% of the portfolio, ranked #145.

Pinnacle Wealth Planning Services first reported a position in GD in Q1 2020 and has held it in 24 quarters since. The position peaked at $719K in Q3 2025. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,086 shares of General Dynamics worth $716K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 17 General Dynamics shares in Q1 2026, an estimated $6.03K.
  • General Dynamics made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #145 holding.
  • Pinnacle Wealth Planning Services first reported a position in General Dynamics in Q1 2020 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's General Dynamics position peaked at $719K in Q3 2025.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.