Position in GD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$207,938
-$1,426 QoQ
Shares Held
587
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,844
of 2,204 holders
Holding Since
Sep 2025
4 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, 2026Live Oak Private Wealth LLC holds $25,880,060 across 7 Aerospace & Defense names. GD ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
62,917 | $11,937,242 | |
| 2 | BA |
Boeing Co
|
36,831 | $7,972,806 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
22,456 | $4,958,284 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
1,103 | $308,718 | |
| 5 | GE |
General Electric Co
|
676 | $252,641 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
476 | $242,431 | |
| 7 | GD |
General Dynamics Corp
This page
|
587 | $207,938 |
All Filings in GD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,938 | 587 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $209,364 | 610 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $205,362 | 610 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $208,010 | 610 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||