TWPM
GD icon

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
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 $9.56B 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

Total Wealth Planning & Management's GD Position: Q1 2026 in Review

Total Wealth Planning & Management increased its General Dynamics (GD) stake by 3.2% in Q1 2026, buying an estimated $18.8K and bringing the position to 1,696 shares worth $582K. The position accounts for 0.43% of the portfolio, ranked #78.

Total Wealth Planning & Management first reported a position in GD in Q1 2025 and has held it in 4 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Total Wealth Planning & Management held 1,696 shares of General Dynamics worth $582K as of Q1 2026.
  • Total Wealth Planning & Management bought 53 General Dynamics shares in Q1 2026, an estimated $18.8K.
  • General Dynamics made up 0.43% of Total Wealth Planning & Management's portfolio in Q1 2026, its #78 holding.
  • Total Wealth Planning & Management first reported a position in General Dynamics in Q1 2025 and has held it in 4 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.