OneDigital Investment Advisors LLC

Position in GD — General Dynamics Corp

CIK 1690370 OVERLAND PARK, KS

Position in GD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,249,817

+$453,118 QoQ

Shares Held

11,997

+8.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#516

of 2,204 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Industrials · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $65,226,263 across 23 Aerospace & Defense names. GD ranks #6 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	69,263	$14,993,361
2	TDG	TransDigm Group INC	7,802	$10,392,576
3	GE	General Electric Co	26,646	$9,958,409
4	RTX	RTX Corp	35,861	$6,803,907
5	LMT	Lockheed Martin Corp	9,414	$4,796,056
6	GD	General Dynamics Corp This page	11,997	$4,249,817
7	LHX	L3harris Technologies, Inc. /De/	5,175	$1,503,803
8	SPCX	Space Exploration Technologies Corp	8,006	$1,367,905

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,249,817	11,997	+8.5%	Shares	Sole	2026-08-07
2026-03-31	$3,796,699	11,062	+54.9%	Shares	Sole	2026-05-08
2025-12-31	$2,404,762	7,143	-5.2%	Shares	Sole	2026-02-13
2025-09-30	$2,568,753	7,533	-0.3%	Shares	Sole	2025-11-10
2025-06-30	$2,202,616	7,552	-59.3%	Shares	Sole	2025-08-07
2025-03-31	$5,056,359	18,550	-2.2%	Shares	Sole	2025-04-29
2024-12-31	$4,999,722	18,975	-1.2%	Shares	Sole	2025-02-13
2024-09-30	$5,801,937	19,199	-29.4%	Shares	Sole	2024-11-06
2024-06-30	$7,892,678	27,203	+3.2%	Shares	Sole	2024-08-02
2024-03-31	$7,445,306	26,356	+66.3%	Shares	Sole	2024-05-10
2023-12-31	$4,115,769	15,850	+121.3%	Shares	Sole	2024-02-13
2023-09-30	$1,582,808	7,163	+6.2%	Shares	Sole	2023-11-14
2023-06-30	$1,450,971	6,744	+12.3%	Shares	Sole	2023-08-07
2023-03-31	$1,370,172	6,004	+14.6%	Shares	Sole	2023-05-10
2022-12-31	$1,300,344	5,241	-6.6%	Shares	Sole	2023-02-02
2022-09-30	$1,190,061	5,609	+2.3%	Shares	Sole	2022-11-08
2022-06-30	$1,213,335	5,484	+9.5%	Shares	Sole	2022-08-08
2022-03-31	$1,207,347	5,006	-13.0%	Shares	Sole	2022-05-05
2021-12-31	$1,199,744	5,755	+3.9%	Shares	Sole	2022-02-23
2021-09-30	$1,086,202	5,541	+3.7%	Shares	Sole	2021-11-05
2021-06-30	$1,005,873	5,343	+8.9%	Shares	Sole	2021-08-09
2021-03-31	$890,914	4,907	+10.0%	Shares	Sole	2021-05-10
2020-12-31	$663,886	4,461	-0.4%	Shares	Sole	2021-02-08
2020-09-30	$619,889	4,478	+14.1%	Shares	Sole	2020-10-09
2020-06-30	$586,779	3,926	+1.0%	Shares	Sole	2020-08-14
2020-03-31	$514,156	3,886	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.