Connecticut Wealth Management, LLC
Position in GD — General Dynamics Corp
CIK 1689829
FARMINGTON, CT
Position in GD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$464,408
+$38,129 QoQ
Shares Held
1,311
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,374
of 2,204 holders
Holding Since
Mar 2020
20 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, 2026Connecticut Wealth Management, LLC holds $37,213,778 across 8 Aerospace & Defense names. GD ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
150,342 | $28,524,387 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
18,159 | $3,102,646 | |
| 3 | GE |
General Electric Co
|
8,207 | $3,067,202 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
4,307 | $950,985 | |
| 5 | HEI |
Heico Corp
|
1,557 | $554,587 | |
| 6 | GD |
General Dynamics Corp
This page
|
1,311 | $464,408 | |
| 7 | BA |
Boeing Co
|
1,322 | $286,173 | |
| 8 | LMT |
Lockheed Martin Corp
|
517 | $263,390 |
All Filings in GD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,408 | 1,311 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $426,279 | 1,242 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $418,131 | 1,242 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $422,158 | 1,238 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $358,158 | 1,228 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $360,350 | 1,322 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $320,667 | 1,217 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $367,173 | 1,215 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $359,483 | 1,239 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $425,429 | 1,506 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $383,792 | 1,478 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $314,882 | 1,425 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $315,194 | 1,465 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $328,165 | 1,438 | Shares | Sole | 2023-04-18 | |
| 2021-09-30 | $225,434 | 1,150 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $590,614 | 3,253 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $480,986 | 3,232 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $497,932 | 3,597 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $297,873 | 1,993 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $263,561 | 1,992 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||