RFP
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
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

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

Root Financial Partners's GD Position: Q1 2026 in Review

Root Financial Partners increased its General Dynamics (GD) stake by 3.9% in Q1 2026, buying an estimated $7.8K and bringing the position to 584 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #330.

Root Financial Partners first reported a position in GD in Q3 2025 and has held it in 3 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Root Financial Partners held 584 shares of General Dynamics worth $200K as of Q1 2026.
  • Root Financial Partners bought 22 General Dynamics shares in Q1 2026, an estimated $7.8K.
  • General Dynamics made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #330 holding.
  • Root Financial Partners first reported a position in General Dynamics in Q3 2025 and has held it in 3 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.