Foundations Investment Advisors, LLC
EndowmentPosition in GD — General Dynamics Corp
CIK 1743404
PHOENIX, AZ
Position in GD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,278,451
+$68,258 QoQ
Shares Held
3,609
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#911
of 2,203 holders
Holding Since
Sep 2022
16 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, 2026Foundations Investment Advisors, LLC holds $75,602,817 across 16 Aerospace & Defense names. GD ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
228,910 | $43,431,093 | |
| 2 | RKLB |
Rocket Lab Corp
|
94,052 | $9,560,384 | |
| 3 | GE |
General Electric Co
|
14,156 | $5,290,521 | |
| 4 | LMT |
Lockheed Martin Corp
|
10,205 | $5,199,038 | |
| 5 | BA |
Boeing Co
|
15,611 | $3,379,312 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
2,641 | $1,480,571 | |
| 7 | GD |
General Dynamics Corp
This page
|
3,609 | $1,278,451 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,208 | $1,124,556 |
All Filings in GD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,278,451 | 3,609 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,210,193 | 3,526 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $878,009 | 2,608 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,065,625 | 3,125 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $790,690 | 2,711 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $689,354 | 2,529 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $629,214 | 2,388 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $655,169 | 2,168 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $592,465 | 2,042 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $519,499 | 1,839 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $377,819 | 1,455 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $287,261 | 1,300 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $557,668 | 2,592 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $892,072 | 3,909 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $952,742 | 3,840 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $564,796 | 2,662 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||