Position in GD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$257,178
+$8,001 QoQ
Shares Held
726
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,694
of 2,204 holders
Holding Since
Mar 2025
6 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, 2026Avantra Family Wealth, Inc. holds $4,883,350 across 8 Aerospace & Defense names. GD ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
4,231 | $1,229,486 | |
| 2 | GE |
General Electric Co
|
2,913 | $1,088,675 | |
| 3 | RTX |
RTX Corp
|
4,108 | $779,410 | |
| 4 | LMT |
Lockheed Martin Corp
|
938 | $477,873 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
1,611 | $433,133 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,494 | $329,875 | |
| 7 | TDG |
TransDigm Group INC
|
216 | $287,720 | |
| 8 | GD |
General Dynamics Corp
This page
|
726 | $257,178 |
All Filings in GD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,178 | 726 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $249,177 | 726 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $244,415 | 726 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $247,566 | 726 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $211,745 | 726 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $204,707 | 751 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||