Position in GD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,426,563
+$130,965 QoQ
Shares Held
9,673
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#567
of 2,204 holders
Holding Since
Dec 2021
19 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, 2026Modera Wealth Management, LLC holds $41,720,205 across 10 Aerospace & Defense names. GD ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
31,409 | $16,001,629 | |
| 2 | RTX |
RTX Corp
|
55,554 | $10,540,260 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
7,982 | $4,065,312 | |
| 4 | GE |
General Electric Co
|
9,865 | $3,686,846 | |
| 5 | GD |
General Dynamics Corp
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|
9,673 | $3,426,563 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
5,326 | $1,177,472 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
3,883 | $1,128,360 | |
| 8 | BA |
Boeing Co
|
4,470 | $967,620 |
All Filings in GD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,426,563 | 9,673 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,295,598 | 9,602 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,225,202 | 9,580 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,265,416 | 9,576 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,797,602 | 9,592 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,618,403 | 9,606 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,733,708 | 10,375 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,031,670 | 10,032 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,355,936 | 8,120 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,283,931 | 8,085 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,112,155 | 8,134 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,786,100 | 8,083 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,718,833 | 7,989 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,777,071 | 7,787 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,937,490 | 7,809 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,797,716 | 8,473 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,871,553 | 8,459 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,533,904 | 6,360 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,322,116 | 6,342 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||