Summit Financial Wealth Advisors, LLC
Position in GD — General Dynamics Corp
CIK 1632283
Lafayette, LA
Position in GD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$383,996
+$64,802 QoQ
Shares Held
1,084
+16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,463
of 2,203 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial Wealth Advisors, LLC holds $26,842,324 across 6 Aerospace & Defense names. GD ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
79,615 | $15,105,353 | |
| 2 | LMT |
Lockheed Martin Corp
|
15,347 | $7,818,682 | |
| 3 | BA |
Boeing Co
|
13,005 | $2,815,192 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
2,951 | $504,207 | |
| 5 | GD |
General Dynamics Corp
This page
|
1,084 | $383,996 | |
| 6 | GE |
General Electric Co
|
575 | $214,894 |
All Filings in GD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,996 | 1,084 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $319,194 | 930 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $262,594 | 780 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $267,344 | 784 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||