Marks Group Wealth Management, Inc
Position in GD — General Dynamics Corp
CIK 1802473
MINNETONKA, MN
Position in GD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,510,911
-$1,489,746 QoQ
Shares Held
15,557
-23.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#460
of 2,203 holders
Holding Since
Mar 2020
18 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, 2026Marks Group Wealth Management, Inc holds $28,950,539 across 9 Aerospace & Defense names. GD ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
22,482 | $8,402,197 | |
| 2 | CW |
Curtiss Wright Corp
|
9,281 | $7,032,770 | |
| 3 | GD |
General Dynamics Corp
This page
|
15,557 | $5,510,911 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
13,135 | $2,900,208 | |
| 5 | TDG |
TransDigm Group INC
|
1,257 | $1,674,373 | |
| 6 | HII |
Huntington Ingalls Industries, Inc.
|
5,795 | $1,621,962 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,014 | $1,025,749 | |
| 8 | LMT |
Lockheed Martin Corp
|
1,066 | $543,084 |
All Filings in GD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,510,911 | 15,557 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,000,657 | 20,397 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,518,843 | 25,304 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,973,909 | 29,249 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,115,249 | 31,253 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,618,979 | 31,620 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,057,316 | 26,784 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,242,202 | 27,274 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,714,532 | 26,589 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $7,590,223 | 26,869 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,996,028 | 26,942 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $5,973,923 | 27,035 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,741,277 | 26,685 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $5,800,641 | 25,418 | Shares | Sole | 2023-05-03 | |
| 2020-12-31 | $1,583,592 | 10,641 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,470,264 | 10,621 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $4,200,721 | 28,106 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,713,941 | 28,070 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||