Position in GD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,216,808
-$265,897 QoQ
Shares Held
3,435
-20.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#938
of 2,214 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $20,218,129 across 63 Aerospace & Defense names. GD ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,641 | $3,603,126 | |
| 2 | RTX |
RTX Corp
|
11,749 | $2,229,133 | |
| 3 | AXON |
Axon Enterprise, Inc.
|
3,666 | $2,055,191 | |
| 4 | LMT |
Lockheed Martin Corp
|
3,795 | $1,933,395 | |
| 5 | BA |
Boeing Co
|
7,008 | $1,517,015 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
7,496 | $1,280,763 | |
| 7 | GD |
General Dynamics Corp
This page
|
3,435 | $1,216,808 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,370 | $697,748 |
All Filings in GD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,216,808 | 3,435 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,482,705 | 4,320 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,496,447 | 4,445 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,376,276 | 4,036 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,045,890 | 3,586 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $791,569 | 2,904 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $705,886 | 2,679 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $771,816 | 2,554 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $684,439 | 2,359 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $370,342 | 1,311 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $185,662 | 715 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $151,804 | 687 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $138,769 | 645 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $83,295 | 365 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $37,711 | 152 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $19,943 | 94 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,991 | 9 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,169 | 9 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $7,712 | 37 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||