Position in GD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,704,602
+$96,617 QoQ
Shares Held
4,812
+2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#802
of 2,200 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 2%
Shared 1%
None 97%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $10,974,564 across 13 Aerospace & Defense names. GD ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
6,221 | $2,324,974 | |
| 2 | GD |
General Dynamics Corp
This page
|
4,812 | $1,704,602 | |
| 3 | RTX |
RTX Corp
|
8,068 | $1,530,741 | |
| 4 | CW |
Curtiss Wright Corp
|
1,985 | $1,504,153 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,148 | $846,371 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,568 | $798,833 | |
| 7 | BA |
Boeing Co
|
2,029 | $439,217 | |
| 8 | EMBJ |
Embraer S.A.
|
6,226 | $397,218 |
All Filings in GD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,704,602 | 4,812 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,607,985 | 4,685 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,494,433 | 4,439 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,464,254 | 4,294 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $506,613 | 1,737 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $331,184 | 1,215 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $453,202 | 1,720 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $441,212 | 1,460 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $428,246 | 1,476 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $330,513 | 1,170 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,201,493 | 4,627 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4 | 20 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $3,012 | 14 | Shares | Other | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||