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WealthPlan Investment Management’s General Dynamics GD Stock Holding History

WealthPlan Investment 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 		$210K Buy
+592
New +$203K 0.01% 456
2023
Q2 		– Sell
-200
Closed -$45.6K – 402
2023
Q1 		$45.6K Buy
+200
New +$46.2K 0.01% 252

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

WealthPlan Investment Management's GD Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in General Dynamics (GD) in Q2 2026: 592 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in GD as recently as Q1 2023.

WealthPlan Investment Management first reported a position in GD in Q1 2023 and has held it in 2 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • WealthPlan Investment Management held 592 shares of General Dynamics worth $210K as of Q2 2026.
  • General Dynamics was a new WealthPlan Investment Management position in Q2 2026.
  • General Dynamics made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #456 holding.
  • WealthPlan Investment Management first reported a position in General Dynamics in Q1 2023 and has held it in 2 quarters since.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.