BSW Wealth Partners

Position in GD — General Dynamics Corp

CIK 1512601 BOULDER, CO

Position in GD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$235,215

+$6,631 QoQ

Shares Held

664

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#262

of 345 holders

Holding Since

Sep 2024

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

BSW Wealth Partners holds $2,508,576 across 6 Aerospace & Defense names. GD ranks #6 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKLB	Rocket Lab Corp	6,980	$709,517
2	GE	General Electric Co	1,318	$492,576
3	LMT	Lockheed Martin Corp	778	$396,359
4	RTX	RTX Corp	2,042	$387,428
5	HONA	Honeywell Aerospace Inc.	1,302	$287,481
6	GD	General Dynamics Corp This page	664	$235,215

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,215	664	-0.3%	Shares	Sole	2026-07-15
2026-03-31	$228,584	666	-0.1%	Shares	Sole	2026-04-14
2025-12-31	$224,552	667	+0.2%	Shares	Sole	2026-01-23
2025-09-30	$227,106	666	-0.3%	Shares	Sole	2025-10-15
2024-09-30	$201,869	668	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.