SPWM
GD icon

Spartan Planning & Wealth Management’s General Dynamics GD Stock Holding History

Spartan Planning & Wealth Management’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
-607
Closed -$208K – 80
2026
Q1 		$208K Sell
607
-13
-2% -$4.61K 0.15% 69
2025
Q4 		$209K Buy
+620
New +$211K 0.15% 79
2023
Q4 		$92.7K Buy
357
+355
+17,750% +$86.6K 0.1% 102
2023
Q3 		$442 Buy
+2
New +$442 ﹤0.01% 125
2022
Q4 		$40.4K Buy
163
+52
+47% +$12.7K 0.05% 105
2022
Q3 		$24K Buy
111
+10
+10% +$2.26K 0.03% 54
2022
Q2 		$22K Sell
101
-26
-20% -$5.98K 0.03% 66
2022
Q1 		$31K Buy
+127
New +$28.2K 0.04% 99

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Spartan Planning & Wealth Management's GD Position: Q2 2026 in Review

Spartan Planning & Wealth Management sold out of General Dynamics (GD) in Q2 2026, closing a stake of 607 shares — an estimated $208K sold.

Spartan Planning & Wealth Management first reported a position in GD in Q1 2022 and held it in 8 quarters. The position peaked at $209K in Q4 2025. 735 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Spartan Planning & Wealth Management reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 607 General Dynamics shares in Q2 2026, an estimated $208K.
  • Spartan Planning & Wealth Management first reported a position in General Dynamics in Q1 2022 and held it in 8 quarters.
  • Spartan Planning & Wealth Management's General Dynamics position peaked at $209K in Q4 2025.
  • 735 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.