PL
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Plancorp LLC’s General Dynamics GD Stock Holding History

Plancorp LLC’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
-664
Closed -$226K – 374
2025
Q3 		$226K Sell
664
-230
-26% -$72.5K 0.01% 338
2025
Q2 		$261K Buy
+894
New +$246K 0.01% 318

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Plancorp LLC's GD Position: Q4 2025 in Review

Plancorp LLC sold out of General Dynamics (GD) in Q4 2025, closing a stake of 664 shares — an estimated $226K sold.

Plancorp LLC first reported a position in GD in Q2 2025 and held it in 2 quarters. The position peaked at $261K in Q2 2025. 2,155 funds tracked by Wall St. Rank hold GD as of Q4 2025.

  • Plancorp LLC reported no remaining General Dynamics position as of Q4 2025 after selling out during the quarter.
  • Plancorp LLC sold 664 General Dynamics shares in Q4 2025, an estimated $226K.
  • Plancorp LLC first reported a position in General Dynamics in Q2 2025 and held it in 2 quarters.
  • Plancorp LLC's General Dynamics position peaked at $261K in Q2 2025.
  • 2,155 funds tracked by Wall St. Rank held General Dynamics as of Q4 2025.

Based on Plancorp LLC's 13F filing for Q4 2025, filed 5 Feb 2026.