SF
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Succession Financial’s General Dynamics GD Stock Holding History

Succession Financial’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 		$279K Buy
+788
New +$270K 0.27% 36

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Succession Financial's GD Position: Q2 2026 in Review

Succession Financial opened a new position in General Dynamics (GD) in Q2 2026: 788 shares worth $279K. The stake represents 0.27% of the portfolio and ranks #36 among its holdings.

2,119 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Succession Financial held 788 shares of General Dynamics worth $279K as of Q2 2026.
  • General Dynamics was a new Succession Financial position in Q2 2026.
  • General Dynamics made up 0.27% of Succession Financial's portfolio in Q2 2026, its #36 holding.
  • 2,119 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.