UFPG
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United Financial Planning Group’s General Dynamics GD Stock Holding History

United Financial Planning Group’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 		$6.73K Hold
19
– – ﹤0.01% 322
2026
Q1 		$6.52K Buy
19
+1
+6% +$355 ﹤0.01% 276
2025
Q4 		$6.06K Buy
+18
New +$6.14K ﹤0.01% 254

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
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

United Financial Planning Group's GD Position: Q2 2026 in Review

United Financial Planning Group held its General Dynamics (GD) position steady in Q2 2026 at 19 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

United Financial Planning Group first reported a position in GD in Q4 2025 and has held it in 3 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • United Financial Planning Group held 19 shares of General Dynamics worth $6.73K as of Q2 2026.
  • United Financial Planning Group left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #322 holding.
  • United Financial Planning Group first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.