Position in GD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,136,493
+$2,459,919 QoQ
Shares Held
118,949
+2.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#147
of 2,204 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $889,929,260 across 54 Aerospace & Defense names. GD ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
360,728 | $134,814,874 | |
| 2 | RTX |
RTX Corp
|
691,086 | $131,119,746 | |
| 3 | LMT |
Lockheed Martin Corp
|
187,302 | $95,422,876 | |
| 4 | BA |
Boeing Co
|
429,686 | $93,014,127 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
103,891 | $52,912,724 | |
| 6 | GD |
General Dynamics Corp
This page
|
118,949 | $42,136,493 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
169,880 | $37,557,069 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
117,985 | $34,285,260 |
All Filings in GD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,136,493 | 118,949 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $39,676,574 | 115,601 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $38,515,923 | 114,406 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,279,554 | 97,594 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,653,713 | 74,243 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,048,611 | 66,214 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,131,869 | 46,043 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,187,684 | 46,948 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $13,068,478 | 45,042 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $12,162,324 | 43,054 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,914,708 | 42,033 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,320,292 | 51,230 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $9,254,891 | 43,016 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,205,306 | 40,337 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,745,644 | 43,310 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,092,800 | 38,143 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,330,505 | 37,652 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,637,861 | 35,815 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,424,358 | 21,223 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,999,796 | 20,404 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,626,828 | 19,265 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,446,008 | 18,980 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,898,567 | 19,477 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,563,445 | 18,518 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,315,882 | 15,495 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,157,579 | 16,307 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||