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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
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

Other funds holding GD

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's GD Position: Q2 2026 in Review

Root Financial Partners sold out of General Dynamics (GD) in Q2 2026, closing a stake of 584 shares — an estimated $200K sold.

Root Financial Partners first reported a position in GD in Q3 2025 and held it in 3 quarters. The position peaked at $200K in Q1 2026. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Root Financial Partners reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 584 General Dynamics shares in Q2 2026, an estimated $200K.
  • Root Financial Partners first reported a position in General Dynamics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's General Dynamics position peaked at $200K in Q1 2026.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.