Prepared Retirement Institute’s General Dynamics GD Stock Holding History

Prepared Retirement Institute’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 Q2	$248K	Sell	700 -16	-2%	-$5.48K	0.11%	87
2026 Q1	$246K	Buy	716 +1	+0.1%	+$355	0.12%	75
2025 Q4	$241K	Sell	715 -102	-12%	-$34.8K	0.12%	76
2025 Q3	$279K	Sell	817 -45	-5%	-$14.2K	0.15%	67
2025 Q2	$251K	Sell	862 -122	-12%	-$33.6K	0.15%	75
2025 Q1	$268K	Sell	984 -97	-9%	-$25.2K	0.17%	74
2024 Q4	$285K	Buy	1,081 +3	+0.3%	+$864	0.16%	66
2024 Q3	$326K	Sell	1,078 -30	-3%	-$8.82K	0.2%	54
2024 Q2	$321K	Sell	1,108 -5	-0.4%	-$1.47K	0.21%	55
2024 Q1	$315K	Sell	1,113 -1,621	-59%	-$434K	0.23%	49
2023 Q4	$710K	Buy	+2,734	New	+$667K	0.53%	26

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prepared Retirement Institute's GD Position: Q2 2026 in Review

Prepared Retirement Institute reduced its General Dynamics (GD) stake by 2.2% in Q2 2026, selling an estimated $5.48K and leaving 700 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #87.

Prepared Retirement Institute first reported a position in GD in Q4 2023 and has held it in 11 quarters since. The position peaked at $710K in Q4 2023. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Prepared Retirement Institute held 700 shares of General Dynamics worth $248K as of Q2 2026.
Prepared Retirement Institute sold 16 General Dynamics shares in Q2 2026, an estimated $5.48K.
General Dynamics made up 0.11% of Prepared Retirement Institute's portfolio in Q2 2026, its #87 holding.
Prepared Retirement Institute first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
Prepared Retirement Institute's General Dynamics position peaked at $710K in Q4 2023.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.