Cerro Pacific Wealth Advisors LLC
Position in GD — General Dynamics Corp
CIK 1842669
San Luis Obispo, CA
Position in GD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$488,496
+$24,806 QoQ
Shares Held
1,379
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#185
of 345 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Cerro Pacific Wealth Advisors LLC holds $4,137,251 across 6 Aerospace & Defense names. GD ranks #5 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
5,646 | $1,246,636 | |
| 2 | RTX |
RTX Corp
|
3,900 | $739,947 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,294 | $659,241 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,254 | $654,989 | |
| 5 | GD |
General Dynamics Corp
This page
|
1,379 | $488,496 | |
| 6 | GE |
General Electric Co
|
931 | $347,942 |
All Filings in GD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,496 | 1,379 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $463,690 | 1,351 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $518,793 | 1,541 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $565,719 | 1,659 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $597,319 | 2,048 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $608,125 | 2,231 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $589,163 | 2,236 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $684,785 | 2,266 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $657,457 | 2,266 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $535,152 | 2,345 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $585,291 | 2,359 | Shares | Other | 2023-01-19 | |
| 2022-09-30 | $472,078 | 2,225 | Shares | Other | 2022-10-12 | |
| 2022-06-30 | $536,752 | 2,426 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $674,339 | 2,796 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $579,129 | 2,778 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $603,184 | 3,077 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $782,408 | 4,156 | Shares | Other | 2021-08-16 | |
| 2020-12-31 | $842,767 | 5,663 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||