Planning Strategies Inc.’s General Dynamics GD Stock Holding History

Planning Strategies Inc.’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	$77.6K	Buy	+219	New	+$75K	0.05%	126

Other funds holding GD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

Planning Strategies Inc.'s GD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in General Dynamics (GD) in Q2 2026: 219 shares worth $77.6K. The stake represents 0.05% of the portfolio and ranks #126 among its holdings.

853 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Planning Strategies Inc. held 219 shares of General Dynamics worth $77.6K as of Q2 2026.
General Dynamics was a new Planning Strategies Inc. position in Q2 2026.
General Dynamics made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #126 holding.
853 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.