Robertson Stephens Wealth Management, LLC
Position in GD — General Dynamics Corp
CIK 1767307
San Francisco, CA
Position in GD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$283,746
+$6,425 QoQ
Shares Held
801
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,634
of 2,203 holders
Holding Since
Sep 2023
12 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, 2026Robertson Stephens Wealth Management, LLC holds $27,970,095 across 9 Aerospace & Defense names. GD ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
20,850 | $11,688,718 | |
| 2 | RTX |
RTX Corp
|
45,340 | $8,602,358 | |
| 3 | BA |
Boeing Co
|
17,059 | $3,692,761 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
7,335 | $1,253,258 | |
| 5 | LMT |
Lockheed Martin Corp
|
2,354 | $1,199,268 | |
| 6 | AVAV |
AeroVironment Inc
|
4,248 | $701,217 | |
| 7 | GD |
General Dynamics Corp
This page
|
801 | $283,746 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,268 | $279,974 |
All Filings in GD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,746 | 801 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $277,321 | 808 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $293,230 | 871 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $258,819 | 759 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,288,553 | 4,418 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $208,523 | 765 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $221,595 | 841 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $249,012 | 824 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $234,433 | 808 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $452,548 | 1,602 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $395,477 | 1,523 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $351,121 | 1,589 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||