Position in GD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$880,640
+$28,082 QoQ
Shares Held
2,486
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#140
of 345 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $21,519,817 across 15 Aerospace & Defense names. GD ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
34,930 | $7,561,297 | |
| 2 | RTX |
RTX Corp
|
21,553 | $4,089,250 | |
| 3 | GE |
General Electric Co
|
8,449 | $3,157,644 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
4,307 | $1,251,571 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,844 | $939,444 | |
| 6 | GD |
General Dynamics Corp
This page
|
2,486 | $880,640 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,509 | $768,548 | |
| 8 | TDG |
TransDigm Group INC
|
485 | $646,039 |
All Filings in GD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $880,640 | 2,486 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $852,558 | 2,484 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,016,039 | 3,018 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,150,193 | 3,373 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,055,809 | 3,620 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,479,759 | 5,616 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,754,875 | 5,807 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,043,165 | 7,042 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,385,063 | 8,443 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,896,370 | 7,303 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,865,649 | 8,443 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,639,658 | 7,621 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,728,462 | 7,574 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,395,502 | 9,655 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,705,634 | 8,039 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,233,466 | 5,575 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,218,681 | 5,053 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,134,732 | 10,240 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,281,005 | 11,636 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,984,825 | 10,543 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,576,303 | 8,682 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $931,612 | 6,260 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,210,985 | 8,748 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,264,580 | 8,461 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,123,973 | 8,495 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||