Position in GD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,189,694
+$2,415,561 QoQ
Shares Held
25,942
+31.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#363
of 2,200 holders
Holding Since
Jun 2020
25 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, 2026Integrated Wealth Concepts LLC holds $144,433,297 across 68 Aerospace & Defense names. GD ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
145,580 | $27,620,893 | |
| 2 | GE |
General Electric Co
|
66,041 | $24,681,502 | |
| 3 | LMT |
Lockheed Martin Corp
|
31,671 | $16,135,107 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
20,560 | $11,526,141 | |
| 5 | BA |
Boeing Co
|
50,401 | $10,910,304 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
57,241 | $9,780,197 | |
| 7 | GD |
General Dynamics Corp
This page
|
25,942 | $9,189,694 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
25,181 | $5,567,015 |
All Filings in GD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,189,694 | 25,942 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,774,133 | 19,737 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,529,086 | 13,453 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,306,642 | 15,562 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,229,653 | 14,502 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,792,582 | 10,245 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,520,018 | 9,564 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,865,158 | 9,481 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,811,166 | 9,689 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,955,692 | 10,463 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,676,418 | 10,307 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,402,385 | 10,872 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,853,104 | 13,261 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,689,454 | 11,785 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,112,904 | 8,516 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,379,741 | 6,503 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $746,497 | 3,374 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $686,639 | 2,847 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $484,901 | 2,326 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $542,218 | 2,766 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $295,379 | 1,569 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $273,066 | 1,504 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $211,026 | 1,418 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $227,025 | 1,640 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $209,991 | 1,405 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||