WBI INVESTMENTS, LLC

Position in GD — General Dynamics Corp

CIK 1397424 RED BANK, NJ

Position in GD

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

Position Value

$890,558

-$796,024 QoQ

Shares Held

2,514

-48.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,067

of 2,203 holders

Holding Since

Jun 2021

7 quarters on record

Voting authority Sole 67% Shared 33% None 0%

Industrials · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $3,899,633 across 5 Aerospace & Defense names. GD ranks #1 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp This page	2,514	$890,558
2	GE	General Electric Co	2,365	$883,870
3	HEI	Heico Corp	2,430	$865,540
4	HWM	Howmet Aerospace Inc.	2,616	$703,336
5	LMT	Lockheed Martin Corp	1,092	$556,329

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$890,558	2,514	-48.8%	Shares	Defined	2026-08-11
2026-03-31	$1,686,582	4,914	+524.4%	Shares	Defined	2026-05-11
2025-03-31	$214,520	787	-78.2%	Shares	Defined	2025-05-22
2022-12-31	$895,180	3,608	-91.1%	Shares	Sole	2023-02-13
2022-06-30	$8,964,165	40,516	+138.0%	Shares	Defined	2022-07-25
2021-09-30	$3,337,802	17,027	+32.1%	Shares	Defined	2021-11-09
2021-06-30	$2,426,670	12,890	—	Shares	Defined	2021-08-13
No filing history on record for this holder in this stock.