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 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 $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prepared Retirement Institute's GD Position: Q1 2026 in Review

Prepared Retirement Institute increased its General Dynamics (GD) stake by 0.14% in Q1 2026, buying an estimated $355 and bringing the position to 716 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #75.

Prepared Retirement Institute first reported a position in GD in Q4 2023 and has held it in 10 quarters since. The position peaked at $710K in Q4 2023. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Prepared Retirement Institute held 716 shares of General Dynamics worth $246K as of Q1 2026.
Prepared Retirement Institute bought 1 General Dynamics share in Q1 2026, an estimated $355.
General Dynamics made up 0.12% of Prepared Retirement Institute's portfolio in Q1 2026, its #75 holding.
Prepared Retirement Institute first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
Prepared Retirement Institute's General Dynamics position peaked at $710K in Q4 2023.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.