Center for Financial Planning, Inc.
Position in GD — General Dynamics Corp
CIK 1803557
SOUTHFIED, MI
Position in GD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$27,630
+$859 QoQ
Shares Held
78
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,053
of 2,204 holders
Holding Since
Mar 2020
23 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, 2026Center for Financial Planning, Inc. holds $1,947,064 across 12 Aerospace & Defense names. GD ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,291 | $624,401 | |
| 2 | GE |
General Electric Co
|
1,194 | $446,233 | |
| 3 | LMT |
Lockheed Martin Corp
|
551 | $280,712 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
700 | $188,202 | |
| 5 | BA |
Boeing Co
|
829 | $179,453 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
530 | $90,555 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
207 | $60,152 | |
| 8 | GD |
General Dynamics Corp
This page
|
78 | $27,630 |
All Filings in GD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,630 | 78 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $26,771 | 78 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $31,309 | 93 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,889 | 29 | Shares | Sole | 2025-11-06 | |
| 2024-09-30 | $12,692 | 42 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $12,185 | 42 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $11,864 | 42 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $36,873 | 142 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $35,797 | 162 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $34,854 | 162 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $45,185 | 198 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $123,558 | 498 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $121,573 | 573 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $126,776 | 573 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $138,196 | 573 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $96,313 | 462 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $78,412 | 400 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $75,304 | 400 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $72,624 | 400 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $59,528 | 400 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $55,372 | 400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $59,784 | 400 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $52,924 | 400 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||