Position in GD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$772,243
-$11,328 QoQ
Shares Held
2,180
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,135
of 2,200 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $20,002,960 across 12 Aerospace & Defense names. GD ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
16,786 | $8,551,795 | |
| 2 | SPCE |
Virgin Galactic Holdings, Inc
|
867,718 | $2,507,705 | |
| 3 | GE |
General Electric Co
|
6,498 | $2,428,497 | |
| 4 | RTX |
RTX Corp
|
9,364 | $1,776,631 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,182 | $855,512 | |
| 6 | BA |
Boeing Co
|
3,923 | $849,211 | |
| 7 | GD |
General Dynamics Corp
This page
|
2,180 | $772,243 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
3,490 | $596,301 |
All Filings in GD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,243 | 2,180 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $783,571 | 2,283 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $933,558 | 2,773 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $956,505 | 2,805 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $903,562 | 3,098 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $915,051 | 3,357 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,050,534 | 3,987 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,166,794 | 3,861 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,612,307 | 5,557 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,872,626 | 6,629 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $386,129 | 1,487 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $346,480 | 1,568 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $302,931 | 1,408 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $321,319 | 1,408 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $349,338 | 1,408 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $361,962 | 1,706 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $766,852 | 3,466 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $854,741 | 3,544 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $730,478 | 3,504 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $644,350 | 3,287 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $602,620 | 3,201 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $259,630 | 1,430 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $207,008 | 1,391 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $211,105 | 1,525 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||