Position in GD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,292,462
+$588,117 QoQ
Shares Held
31,878
+2.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#327
of 2,200 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $24,502,186 across 39 Aerospace & Defense names. GD ranks #1 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
This page
|
31,878 | $11,292,462 | |
| 2 | LMT |
Lockheed Martin Corp
|
19,815 | $10,094,949 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
1,281 | $652,426 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
3,315 | $566,400 | |
| 5 | RTX |
RTX Corp
|
2,334 | $442,829 | |
| 6 | BA |
Boeing Co
|
1,692 | $366,267 | |
| 7 | GE |
General Electric Co
|
901 | $336,730 | |
| 8 | EMBJ |
Embraer S.A.
|
3,000 | $191,400 |
All Filings in GD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,292,462 | 31,878 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,704,345 | 31,188 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,309,539 | 30,623 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,533,490 | 30,890 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,940,837 | 30,655 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,244,454 | 30,246 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,826,970 | 29,705 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,027,681 | 19,946 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,740,419 | 19,785 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,910,017 | 31,541 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,917,078 | 30,489 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,757,483 | 30,581 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,377,261 | 29,641 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,406,539 | 28,073 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,291,573 | 25,358 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,572,263 | 21,550 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,962,145 | 17,908 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,608,535 | 14,962 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,127,466 | 15,002 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,564,072 | 13,080 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,053,540 | 10,908 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,622,783 | 8,938 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $950,215 | 6,385 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $772,300 | 5,579 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $806,934 | 5,399 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $630,986 | 4,769 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||