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

Total Wealth Planning & 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 		$652K Buy
1,840
+144
+8% +$49.3K 0.44% 77
2026
Q1 		$582K Buy
1,696
+53
+3% +$18.8K 0.43% 78
2025
Q4 		$553K Buy
+1,643
New +$560K 0.41% 71
2025
Q2 		$456K Sell
1,564
-119
-7% -$32.8K 0.37% 90
2025
Q1 		$459K Buy
+1,683
New +$437K 0.44% 74

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 $3.38T AUM 44.17% 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

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

Total Wealth Planning & Management increased its General Dynamics (GD) stake by 8.5% in Q2 2026, buying an estimated $49.3K and bringing the position to 1,840 shares worth $652K. The position accounts for 0.44% of the portfolio, ranked #77.

Total Wealth Planning & Management first reported a position in GD in Q1 2025 and has held it in 5 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Total Wealth Planning & Management held 1,840 shares of General Dynamics worth $652K as of Q2 2026.
  • Total Wealth Planning & Management bought 144 General Dynamics shares in Q2 2026, an estimated $49.3K.
  • General Dynamics made up 0.44% of Total Wealth Planning & Management's portfolio in Q2 2026, its #77 holding.
  • Total Wealth Planning & Management first reported a position in General Dynamics in Q1 2025 and has held it in 5 quarters since.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.