Position in GD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$300,749
+$9,356 QoQ
Shares Held
849
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,604
of 2,204 holders
Holding Since
Mar 2020
18 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, 2026Heritage Wealth Advisors holds $62,030,573 across 12 Aerospace & Defense names. GD ranks #3 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
312,800 | $59,347,544 | |
| 2 | GE |
General Electric Co
|
4,440 | $1,659,361 | |
| 3 | GD |
General Dynamics Corp
This page
|
849 | $300,749 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
1,215 | $268,612 | |
| 5 | BA |
Boeing Co
|
1,193 | $258,248 | |
| 6 | HEI |
Heico Corp
|
300 | $77,373 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
150 | $43,588 | |
| 8 | LMT |
Lockheed Martin Corp
|
50 | $25,473 |
All Filings in GD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,749 | 849 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $291,393 | 849 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $285,824 | 849 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $604,252 | 1,772 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $516,821 | 1,772 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $483,011 | 1,772 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $501,157 | 1,902 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,229,349 | 4,068 | Shares | Sole | 2024-11-12 | |
| 2023-03-31 | $1,120,054 | 4,908 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $1,085,231 | 4,905 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,119,075 | 4,640 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $909,579 | 4,640 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $835,874 | 4,440 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $872,395 | 4,805 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $725,795 | 4,877 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $339,153 | 2,450 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $366,177 | 2,450 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $330,510 | 2,498 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||