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Plante Moran Financial Advisors’s General Dynamics GD Stock Holding History

Plante Moran Financial Advisors’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 		$16.5K Sell
48
-139
-74% -$49.3K ﹤0.01% 453
2025
Q4 		$63K Sell
187
-179
-49% -$61K ﹤0.01% 296
2025
Q3 		$125K Buy
366
+29
+9% +$9.14K 0.01% 217
2025
Q2 		$98.3K Sell
337
-153
-31% -$42.1K 0.01% 239
2025
Q1 		$134K Buy
490
+44
+10% +$11.4K 0.01% 207
2024
Q4 		$118K Buy
446
+5
+1% +$1.44K 0.01% 233
2024
Q3 		$133K Hold
441
– – 0.01% 233
2024
Q2 		$128K Sell
441
-35
-7% -$10.3K 0.01% 214
2024
Q1 		$134K Sell
476
-10
-2% -$2.67K 0.01% 210
2023
Q4 		$126K Buy
486
+9
+2% +$2.2K 0.01% 223
2023
Q3 		$105K Buy
477
+10
+2% +$2.21K 0.01% 222
2023
Q2 		$100K Hold
467
– – 0.01% 234
2023
Q1 		$107K Sell
467
-10
-2% -$2.31K 0.01% 223
2022
Q4 		$118K Sell
477
-145
-23% -$35.4K 0.02% 212
2022
Q3 		$132K Hold
622
– – 0.02% 179
2022
Q2 		$138K Hold
622
– – 0.02% 182
2022
Q1 		$150K Sell
622
-105
-14% -$23.3K 0.03% 188
2021
Q4 		$152K Buy
727
+101
+16% +$20.4K 0.02% 208
2021
Q3 		$123K Hold
626
– – 0.03% 239
2021
Q2 		$118K Hold
626
– – 0.03% 230
2021
Q1 		$114K Buy
626
+4
+0.6% +$653 0.03% 233
2020
Q4 		$93K Sell
622
-64
-9% -$9.36K 0.03% 259
2020
Q3 		$95K Buy
686
+64
+10% +$9.45K 0.03% 242
2020
Q2 		$93K Sell
622
-709
-53% -$100K 0.04% 219
2020
Q1 		$176K Sell
1,331
-185
-12% -$30.7K 0.08% 129
2019
Q4 		$267K Sell
1,516
-35
-2% -$6.28K 0.09% 126
2019
Q3 		$283K Sell
1,551
-3
-0.2% -$557 0.08% 127
2019
Q2 		$283K Buy
1,554
+104
+7% +$17.9K 0.09% 118
2019
Q1 		$245K Sell
1,450
-3
-0.2% -$505 0.08% 128
2018
Q4 		$228K Buy
1,453
+30
+2% +$5.38K 0.08% 127
2018
Q3 		$291K Buy
1,423
+11
+0.8% +$2.15K 0.09% 116
2018
Q2 		$263K Sell
1,412
-44
-3% -$9.01K 0.13% 128
2018
Q1 		$322K Buy
1,456
+179
+14% +$38.9K 0.17% 105
2017
Q4 		$260K Sell
1,277
-27
-2% -$5.52K 0.14% 114
2017
Q3 		$268K Hold
1,304
– – 0.16% 100
2017
Q2 		$258K Sell
1,304
-65
-5% -$12.7K 0.16% 103
2017
Q1 		$256K Sell
1,369
-154
-10% -$28.5K 0.15% 109
2016
Q4 		$263K Buy
1,523
+203
+15% +$33.2K 0.16% 99
2016
Q3 		$205K Buy
1,320
+105
+9% +$15.7K 0.14% 116
2016
Q2 		$169K Buy
1,215
+75
+7% +$10.5K 0.12% 131
2016
Q1 		$150K Hold
1,140
– – 0.12% 135
2015
Q4 		$157K Sell
1,140
-420
-27% -$60K 0.12% 135
2015
Q3 		$215K Hold
1,560
– – 0.17% 100
2015
Q2 		$221K Buy
1,560
+210
+16% +$29.2K 0.16% 104
2015
Q1 		$183K Hold
1,350
– – 0.13% 118
2014
Q4 		$186K Buy
1,350
+845
+167% +$115K 0.14% 110
2014
Q3 		$64K Buy
505
+210
+71% +$25.5K 0.06% 221
2014
Q2 		$34K Buy
295
+95
+48% +$10.8K 0.03% 287
2014
Q1 		$22K Hold
200
– – 0.02% 239
2013
Q4 		$19K Hold
200
– – 0.01% 355
2013
Q3 		$18K Sell
200
-476
-70% -$40.4K 0.01% 294
2013
Q2 		$53K Buy
+676
New +$50.3K 0.04% 164

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

Plante Moran Financial Advisors's GD Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its General Dynamics (GD) stake by 74% in Q1 2026, selling an estimated $49.3K and leaving 48 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Plante Moran Financial Advisors first reported a position in GD in Q2 2013 and has held it in 52 quarters since. The position peaked at $322K in Q1 2018. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Plante Moran Financial Advisors held 48 shares of General Dynamics worth $16.5K as of Q1 2026.
  • Plante Moran Financial Advisors sold 139 General Dynamics shares in Q1 2026, an estimated $49.3K.
  • General Dynamics made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #453 holding.
  • Plante Moran Financial Advisors first reported a position in General Dynamics in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's General Dynamics position peaked at $322K in Q1 2018.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.