Position in GD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$851,592
-$74,758 QoQ
Shares Held
2,404
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,089
of 2,204 holders
Holding Since
Mar 2020
24 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, 2026Regent Peak Wealth Advisors LLC holds $4,794,404 across 8 Aerospace & Defense names. GD ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,064 | $1,518,838 | |
| 2 | GD |
General Dynamics Corp
This page
|
2,404 | $851,592 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,513 | $770,812 | |
| 4 | RTX |
RTX Corp
|
3,002 | $569,569 | |
| 5 | BA |
Boeing Co
|
1,625 | $351,763 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,027 | $276,119 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
482 | $245,487 | |
| 8 | MOG-A |
Moog Inc.
|
496 | $210,224 |
All Filings in GD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,592 | 2,404 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $926,350 | 2,699 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $938,271 | 2,787 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $936,727 | 2,747 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $809,017 | 2,968 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $884,272 | 3,356 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,624,002 | 8,683 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,724,994 | 9,392 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,859,363 | 10,122 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,812,226 | 10,830 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,384,045 | 10,789 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,310,711 | 10,740 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,488,401 | 10,904 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,518,068 | 10,149 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,038,105 | 9,606 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,096,786 | 9,477 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,541,554 | 10,538 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,109,507 | 10,119 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,176,129 | 11,101 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,056,175 | 10,922 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,896,757 | 10,447 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,415,575 | 9,512 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $1,248,439 | 8,353 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $937,151 | 7,083 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||