OXFORD FINANCIAL GROUP, LTD. LLC

Position in GD — General Dynamics Corp

CIK 1245862 INDIANAPOLIS, IN

Position in GD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$505,146

+$24,638 QoQ

Shares Held

1,426

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,337

of 2,203 holders

Holding Since

Mar 2021

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $4,821,697 across 6 Aerospace & Defense names. GD ranks #5 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	3,593	$1,342,811
2	BA	Boeing Co	5,982	$1,294,923
3	RTX	RTX Corp	4,468	$847,713
4	LMT	Lockheed Martin Corp	1,131	$576,199
5	GD	General Dynamics Corp This page	1,426	$505,146
6	HONA	Honeywell Aerospace Inc.	1,153	$254,905

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$505,146	1,426	+1.9%	Shares	Sole	2026-08-11
2026-03-31	$480,508	1,400	+7.3%	Shares	Sole	2026-05-06
2021-06-30	$245,679	1,305	0.0%	Shares	Sole	2021-08-03
2021-03-31	$236,935	1,305	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.