Charter Oak Capital Management, LLC

Position in GD — General Dynamics Corp

CIK 1810720 PORTSMOUTH, NH

Position in GD

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$209,020

+$4,668 QoQ

Shares Held

609

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Industrials · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $3,211,908 across 5 Aerospace & Defense names. GD ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	9,868	$1,903,537
2	GE	General Electric Co	1,386	$393,305
3	TXT	Textron Inc	4,263	$373,268
4	BA	Boeing Co	1,672	$332,778
5	GD	General Dynamics Corp This page	609	$209,020

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$209,020	609	+0.3%	Shares	Sole	2026-04-24
2025-12-31	$204,352	607	+0.2%	Shares	Sole	2026-01-23
2025-09-30	$206,646	606	-15.1%	Shares	Sole	2025-10-30
2024-09-30	$215,770	714	+0.7%	Shares	Sole	2024-10-30
2024-03-31	$200,285	709	+108.5%	Shares	Sole	2024-04-23
2022-06-30	$75,225	340	+0.3%	Shares	Sole	2022-07-21
2022-03-31	$81,760	339	+0.3%	Shares	Sole	2022-05-05
2021-12-31	$70,462	338	+0.6%	Shares	Sole	2022-02-09
2021-09-30	$65,866	336	+0.3%	Shares	Sole	2021-11-08
2021-06-30	$63,067	335	+0.6%	Shares	Sole	2021-07-29
2021-03-31	$60,459	333	+0.3%	Shares	Sole	2021-05-17
2020-12-31	$49,408	332	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.