Plancorp LLC
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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
2026
Q3 		$245K Buy
+658
New +$244K 0.01% 396
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Plancorp LLC's GD Position: Q3 2026 in Review

Plancorp LLC opened a new position in General Dynamics (GD) in Q3 2026: 658 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in GD as recently as Q3 2025.

Plancorp LLC first reported a position in GD in Q2 2025 and has held it in 3 quarters since. The position peaked at $261K in Q2 2025. 1,399 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Plancorp LLC held 658 shares of General Dynamics worth $245K as of Q3 2026.
  • General Dynamics was a new Plancorp LLC position in Q3 2026.
  • General Dynamics made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #396 holding.
  • Plancorp LLC first reported a position in General Dynamics in Q2 2025 and has held it in 3 quarters since.
  • Plancorp LLC's General Dynamics position peaked at $261K in Q2 2025.
  • 1,399 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.