Castle Rock Wealth Management, LLC
Position in GD — General Dynamics Corp
CIK 1727605
WALNUT CREEK, CA
Position in GD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$418,711
+$10,280 QoQ
Shares Held
1,182
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,416
of 2,210 holders
Holding Since
Dec 2023
11 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, 2026Castle Rock Wealth Management, LLC holds $2,972,718 across 5 Aerospace & Defense names. GD ranks #2 (14.1% of the industry book) .
All Filings in GD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,711 | 1,182 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $408,431 | 1,190 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $405,338 | 1,204 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $405,108 | 1,188 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $342,700 | 1,175 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $411,868 | 1,511 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $395,235 | 1,500 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $449,069 | 1,486 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $360,934 | 1,244 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $356,502 | 1,262 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $314,200 | 1,210 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||