Root Financial Partners
GD icon

Root Financial Partners’s General Dynamics GD Stock Holding History

Root Financial Partners’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 		$194K Buy
+586
New +$218K 0.01% 453
2026
Q2 		– Sell
-584
Closed -$200K – 1484
2026
Q1 		$200K Buy
584
+22
+4% +$7.8K 0.01% 330
2025
Q4 		$189K Buy
562
+47
+9% +$16K 0.01% 311
2025
Q3 		$176K Buy
+515
New +$162K 0.01% 307

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Vanguard Capital Management
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Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's GD Position: Q3 2026 in Review

Root Financial Partners opened a new position in General Dynamics (GD) in Q3 2026: 586 shares worth $194K. The stake represents 0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GD as recently as Q1 2026.

Root Financial Partners first reported a position in GD in Q3 2025 and has held it in 4 quarters since. The position peaked at $200K in Q1 2026. 1,912 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Root Financial Partners held 586 shares of General Dynamics worth $194K as of Q3 2026.
  • General Dynamics was a new Root Financial Partners position in Q3 2026.
  • General Dynamics made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #453 holding.
  • Root Financial Partners first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's General Dynamics position peaked at $200K in Q1 2026.
  • 1,912 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.