Position in GD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,289,787
+$45,615 QoQ
Shares Held
3,641
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#906
of 2,203 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $8,348,738 across 10 Aerospace & Defense names. GD ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,304 | $1,982,263 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
6,332 | $1,399,878 | |
| 3 | GD |
General Dynamics Corp
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|
3,641 | $1,289,787 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
4,367 | $1,269,006 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,269 | $646,504 | |
| 6 | RTX |
RTX Corp
|
2,702 | $512,650 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
838 | $426,801 | |
| 8 | BA |
Boeing Co
|
1,454 | $314,747 |
All Filings in GD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,787 | 3,641 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,244,172 | 3,625 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,213,995 | 3,606 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,227,941 | 3,601 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,042,684 | 3,575 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $969,294 | 3,556 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $938,024 | 3,560 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,070,090 | 3,541 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $2,831,158 | 13,159 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,942,539 | 12,894 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,066,391 | 12,359 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,381,183 | 11,223 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,450,122 | 11,074 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,903,324 | 12,038 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,155,162 | 10,338 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,941,089 | 9,902 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,676,643 | 8,906 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,117,138 | 6,153 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $667,308 | 4,484 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||